+2,655.3%
DELL vs OVV
+48.9%
+2,606.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -11.8% | -10.7% | -1.1% | -9.8% |
| 30D | -40.8% | -5.3% | -35.5% | -40.2% |
| 3M | -23.6% | +2.4% | -26.0% | -24.1% |
| 6M | +33.4% | +5.7% | +27.7% | +31.1% |
| YTD | +178.0% | +56.8% | +121.3% | +152.5% |
| 1Y | +138.6% | +59.3% | +79.3% | +115.7% |
| 3Y | +400.9% | +49.0% | +351.9% | +354.6% |
| 5Y | +580.7% | +88.1% | +492.6% | +476.7% |
| 10Y | +2,655.3% | +42.5% | +2,612.7% | +1,697.0% |
| All | +2,655.3% | +48.9% | +2,606.4% | +1,697.0% |
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