+145.3%
DAL vs OVV
+63.7%
+81.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.2% |
| 7D | +0.1% | +0.3% | -0.1% | 0.0% |
| 30D | -13.9% | +11.7% | -25.7% | -16.2% |
| 3M | +1.1% | +9.8% | -8.7% | -1.8% |
| 6M | +26.2% | +26.6% | -0.3% | +17.6% |
| YTD | +16.4% | +67.0% | -50.6% | +1.1% |
| 1Y | +33.9% | +55.9% | -22.1% | +17.6% |
| 3Y | +93.4% | +45.5% | +47.9% | +69.1% |
| 5Y | +106.4% | +157.3% | -51.0% | +50.3% |
| All | +145.3% | +63.7% | +81.6% | +30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling