+4,703.5%
DE vs OVV
+158.7%
+4,544.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | -0.2% |
| 7D | +2.3% | +1.2% | +1.0% | +1.9% |
| 30D | +9.3% | -2.5% | +11.9% | +9.8% |
| 3M | +12.2% | +0.5% | +11.7% | +11.6% |
| 6M | +18.1% | +8.5% | +9.6% | +14.5% |
| YTD | +49.8% | +64.5% | -14.7% | +29.7% |
| 1Y | +46.4% | +64.7% | -18.3% | +26.4% |
| 3Y | +92.5% | +54.1% | +38.4% | +64.1% |
| 5Y | +107.4% | +95.4% | +12.0% | +56.9% |
| 10Y | +784.1% | +54.9% | +729.1% | +412.5% |
| All | +4,703.5% | +158.7% | +4,544.8% | +2,136.3% |
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