+2,662.4%
DELL vs OVV
+58.9%
+2,603.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.8% | -7.9% | -7.3% |
| 7D | +4.9% | +8.0% | -3.2% | +3.4% |
| 30D | -32.1% | -2.0% | -30.0% | -31.8% |
| 3M | -30.2% | +5.4% | -35.7% | -31.1% |
| 6M | +41.7% | +14.3% | +27.4% | +37.3% |
| YTD | +176.6% | +69.4% | +107.2% | +147.5% |
| 1Y | +159.9% | +72.4% | +87.6% | +131.6% |
| 3Y | +388.0% | +58.4% | +329.6% | +337.6% |
| 5Y | +578.2% | +106.1% | +472.1% | +465.2% |
| All | +2,662.4% | +58.9% | +2,603.5% | +1,677.3% |
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