+552.2%
DELL vs OVV
+84.0%
+468.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.8% |
| 7D | -22.6% | -16.7% | -5.9% | -18.4% |
| 30D | -43.2% | -1.5% | -41.7% | -42.9% |
| 3M | -24.8% | +1.6% | -26.4% | -25.5% |
| 6M | +38.0% | +2.0% | +36.0% | +35.8% |
| YTD | +163.7% | +56.8% | +106.9% | +126.8% |
| 1Y | +122.5% | +64.8% | +57.7% | +88.1% |
| 3Y | +377.0% | +38.3% | +338.7% | +314.8% |
| All | +552.2% | +84.0% | +468.1% | +417.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling