+4,704.4%
DE vs OVV
+162.8%
+4,541.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.3% |
| 7D | +10.0% | +0.3% | +9.8% | +10.0% |
| 30D | +13.3% | +11.7% | +1.6% | +10.0% |
| 3M | +17.5% | +9.8% | +7.7% | +14.1% |
| 6M | +13.6% | +26.6% | -13.0% | +5.7% |
| YTD | +49.8% | +67.0% | -17.2% | +29.7% |
| 1Y | +47.9% | +55.9% | -8.1% | +29.5% |
| 3Y | +72.5% | +45.5% | +27.0% | +49.4% |
| 5Y | +90.2% | +157.3% | -67.1% | +34.1% |
| 10Y | +865.4% | +65.0% | +800.4% | +444.9% |
| All | +4,704.4% | +162.8% | +4,541.6% | +2,136.6% |
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 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