+215.7%
DHR vs OVV
+55.1%
+160.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.4% | -3.8% | +1.4% | -2.1% |
| 30D | -2.2% | +1.3% | -3.4% | -2.3% |
| 3M | +9.0% | +14.3% | -5.4% | +7.6% |
| 6M | +3.5% | +21.1% | -17.6% | +1.5% |
| YTD | -10.1% | +66.0% | -76.2% | -14.2% |
| 1Y | +6.2% | +59.3% | -53.1% | +1.6% |
| 3Y | -5.4% | +47.6% | -52.9% | -9.8% |
| 5Y | -27.9% | +162.0% | -189.9% | -34.3% |
| 10Y | +215.7% | +56.5% | +159.2% | +166.3% |
| All | +215.7% | +55.1% | +160.6% | +166.3% |
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