-7.0%
DASH vs OVV
+84.0%
-91.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.4% | -16.7% | +17.0% | +3.7% |
| 30D | -6.0% | -1.5% | -4.6% | -6.2% |
| 3M | -15.8% | +1.6% | -17.3% | -16.7% |
| 6M | +7.0% | +2.0% | +4.9% | +5.0% |
| YTD | -20.7% | +56.8% | -77.5% | -30.6% |
| 1Y | -8.5% | +64.8% | -73.4% | -21.3% |
| 3Y | +101.8% | +38.3% | +63.5% | +74.8% |
| All | -7.0% | +84.0% | -91.0% | -25.6% |
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 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