+240.9%
DIA vs OVV
+48.9%
+192.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.8% | -10.7% | +11.5% | +2.3% |
| 30D | +1.4% | -5.3% | +6.7% | +2.0% |
| 3M | -2.7% | +2.4% | -5.1% | -3.3% |
| 6M | +6.2% | +5.7% | +0.6% | +4.8% |
| YTD | +10.1% | +56.8% | -46.6% | +2.3% |
| 1Y | +13.0% | +59.3% | -46.3% | +4.6% |
| 3Y | +61.9% | +49.0% | +12.9% | +48.8% |
| 5Y | +57.1% | +88.1% | -31.1% | +35.1% |
| 10Y | +240.9% | +42.5% | +198.3% | +141.2% |
| All | +240.9% | +48.9% | +192.0% | +141.2% |
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