+5.1%
DHR vs OVV
+61.5%
-56.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.7% |
| 7D | -3.9% | +0.3% | -4.2% | -3.9% |
| 30D | +4.0% | +11.7% | -7.7% | +5.1% |
| 3M | +11.5% | +9.8% | +1.7% | +12.7% |
| 6M | +1.9% | +26.6% | -24.7% | +2.3% |
| YTD | -8.9% | +67.0% | -75.9% | -9.1% |
| 1Y | +5.1% | +55.9% | -50.8% | +4.6% |
| All | +5.1% | +61.5% | -56.4% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling