+404.6%
DHI vs OVV
+56.5%
+348.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | -3.4% | -1.7% | -1.8% | -3.2% |
| 30D | -5.4% | +0.8% | -6.2% | -5.6% |
| 3M | -10.4% | +13.3% | -23.7% | -12.1% |
| 6M | -2.8% | +16.9% | -19.7% | -5.3% |
| YTD | -3.4% | +64.3% | -67.7% | -10.1% |
| 1Y | -22.9% | +54.2% | -77.1% | -27.8% |
| 3Y | +20.7% | +51.3% | -30.7% | +11.5% |
| 5Y | +62.1% | +154.3% | -92.1% | +36.3% |
| All | +404.6% | +56.5% | +348.1% | +259.2% |
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