+4,062.5%
DELL vs OVV
+54.2%
+4,008.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.0% |
| 7D | +25.6% | -3.7% | +29.3% | +26.5% |
| 30D | +17.7% | +8.0% | +9.7% | +15.8% |
| 3M | +33.4% | +11.3% | +22.2% | +30.2% |
| 6M | +266.2% | +24.0% | +242.2% | +248.5% |
| YTD | +328.0% | +65.3% | +262.7% | +285.7% |
| 1Y | +339.6% | +60.2% | +279.4% | +297.3% |
| 3Y | +694.6% | +46.9% | +647.7% | +621.7% |
| 5Y | +1,122.0% | +158.7% | +963.3% | +885.6% |
| 10Y | +4,062.5% | +50.8% | +4,011.6% | +2,564.3% |
| All | +4,062.5% | +54.2% | +4,008.3% | +2,564.3% |
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 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