+239.8%
SLV vs OVV
-27.3%
+267.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.1% |
| 7D | -0.7% | -14.9% | +14.2% | +1.3% |
| 30D | -15.4% | -0.9% | -14.4% | -15.4% |
| 3M | -16.3% | +5.6% | -21.9% | -17.2% |
| 6M | -28.8% | -2.5% | -26.3% | -29.0% |
| YTD | -27.1% | +57.8% | -85.0% | -32.2% |
| 1Y | +7.5% | +70.1% | -62.6% | -1.0% |
| 3Y | +121.2% | +35.1% | +86.0% | +106.9% |
| 5Y | +110.0% | +86.1% | +23.9% | +82.2% |
| 10Y | +168.8% | +55.5% | +113.3% | +105.4% |
| All | +239.8% | -27.3% | +267.1% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling