+84.8%
DE vs OVV
+34.1%
+50.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -0.6% | -16.7% | +16.1% | +2.9% |
| 30D | +2.3% | -1.5% | +3.7% | +2.3% |
| 3M | +9.5% | +1.6% | +7.9% | +8.8% |
| 6M | +14.1% | +2.0% | +12.1% | +12.9% |
| YTD | +45.4% | +56.8% | -11.4% | +29.0% |
| 1Y | +42.9% | +64.8% | -21.9% | +25.0% |
| 3Y | +84.8% | +38.3% | +46.6% | +65.8% |
| All | +84.8% | +34.1% | +50.7% | +65.8% |
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