+102.9%
DAL vs OVV
+84.0%
+18.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.3% |
| 7D | +8.8% | -16.7% | +25.5% | +12.4% |
| 30D | +5.4% | -1.5% | +6.9% | +5.1% |
| 3M | -4.9% | +1.6% | -6.5% | -6.1% |
| 6M | +19.8% | +2.0% | +17.8% | +17.3% |
| YTD | +27.0% | +56.8% | -29.8% | +9.9% |
| 1Y | +52.5% | +64.8% | -12.4% | +29.9% |
| 3Y | +173.8% | +38.3% | +135.6% | +136.3% |
| All | +102.9% | +84.0% | +18.9% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling