+403.7%
DAL vs OVV
-30.4%
+434.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -5.6% | +12.8% | +8.3% |
| 7D | +11.1% | -12.1% | +23.2% | +13.8% |
| 30D | +7.7% | +2.9% | +4.8% | +6.6% |
| 3M | -3.5% | +3.7% | -7.2% | -5.1% |
| 6M | +31.3% | +0.6% | +30.7% | +29.0% |
| YTD | +30.0% | +62.5% | -32.5% | +14.0% |
| 1Y | +62.1% | +72.0% | -9.9% | +40.1% |
| 3Y | +176.6% | +39.1% | +137.5% | +146.3% |
| 5Y | +126.2% | +98.5% | +27.7% | +78.2% |
| 10Y | +135.1% | +60.1% | +75.0% | +45.4% |
| All | +403.7% | -30.4% | +434.1% | +165.2% |
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