+782.7%
DE vs OVV
+46.5%
+736.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.9% |
| 7D | +3.3% | -7.3% | +10.5% | +4.7% |
| 30D | +10.7% | -3.6% | +14.3% | +11.3% |
| 3M | +13.1% | -2.6% | +15.8% | +13.4% |
| 6M | +20.2% | +7.6% | +12.6% | +17.8% |
| YTD | +48.9% | +59.6% | -10.7% | +34.9% |
| 1Y | +46.6% | +62.2% | -15.6% | +32.1% |
| 3Y | +91.4% | +49.6% | +41.8% | +71.6% |
| 5Y | +108.1% | +98.9% | +9.2% | +71.5% |
| 10Y | +782.7% | +45.1% | +737.5% | +504.6% |
| All | +782.7% | +46.5% | +736.2% | +504.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling