+100.2%
DAL vs OVV
+88.6%
+11.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.5% | -3.8% |
| 7D | +4.6% | -14.9% | +19.5% | +7.6% |
| 30D | +2.3% | -0.9% | +3.2% | +1.9% |
| 3M | -8.1% | +5.6% | -13.7% | -10.0% |
| 6M | +21.4% | -2.5% | +23.9% | +20.1% |
| YTD | +24.3% | +57.8% | -33.5% | +7.5% |
| 1Y | +47.4% | +70.1% | -22.7% | +24.5% |
| 3Y | +164.6% | +35.1% | +129.5% | +129.5% |
| 5Y | +100.2% | +86.1% | +14.2% | +51.2% |
| All | +100.2% | +88.6% | +11.7% | +51.2% |
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 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