+153.0%
DASH vs OVV
+45.7%
+107.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -4.5% |
| 7D | -10.6% | +0.3% | -10.8% | -10.6% |
| 30D | +2.2% | +11.7% | -9.6% | +1.0% |
| 3M | +32.3% | +9.8% | +22.5% | +30.6% |
| 6M | +19.1% | +26.6% | -7.4% | +13.9% |
| YTD | -6.5% | +67.0% | -73.5% | -15.5% |
| 1Y | -14.9% | +55.9% | -70.8% | -22.2% |
| All | +153.0% | +45.7% | +107.3% | +122.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling