+333.1%
SLV vs OVV
-23.1%
+356.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -0.3% | +0.3% | -0.6% | -0.4% |
| 30D | +6.7% | +11.7% | -5.0% | +5.1% |
| 3M | -10.7% | +9.8% | -20.5% | -12.0% |
| 6M | -20.6% | +26.6% | -47.2% | -23.7% |
| YTD | -7.1% | +67.0% | -74.2% | -13.9% |
| 1Y | +62.0% | +55.9% | +6.1% | +51.2% |
| 3Y | +169.8% | +45.5% | +124.3% | +150.3% |
| 5Y | +161.5% | +157.3% | +4.1% | +117.4% |
| 10Y | +224.4% | +65.0% | +159.4% | +145.1% |
| All | +333.1% | -23.1% | +356.2% | +221.2% |
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