+4,675.0%
DE vs OVV
+151.1%
+4,523.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.0% |
| 7D | +3.3% | -7.3% | +10.5% | +5.2% |
| 30D | +10.7% | -3.6% | +14.3% | +11.5% |
| 3M | +13.1% | -2.6% | +15.8% | +13.5% |
| 6M | +20.2% | +7.6% | +12.6% | +16.8% |
| YTD | +48.9% | +59.6% | -10.7% | +29.9% |
| 1Y | +46.6% | +62.2% | -15.6% | +27.1% |
| 3Y | +91.4% | +49.6% | +41.8% | +64.4% |
| 5Y | +108.1% | +98.9% | +9.2% | +56.7% |
| 10Y | +782.7% | +45.1% | +737.5% | +421.9% |
| All | +4,675.0% | +151.1% | +4,523.8% | +2,140.2% |
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