+427.3%
DINO vs OVV
+54.2%
+373.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.0% | 0.0% | +1.8% |
| 7D | -2.7% | +1.2% | -3.9% | -3.1% |
| 30D | -17.2% | -2.5% | -14.7% | -16.4% |
| 3M | +18.9% | +0.5% | +18.4% | +18.6% |
| 6M | +40.6% | +8.5% | +32.1% | +36.0% |
| YTD | +125.9% | +64.5% | +61.5% | +85.6% |
| 1Y | +90.9% | +64.7% | +26.3% | +56.5% |
| 3Y | +113.4% | +54.1% | +59.2% | +76.1% |
| 5Y | +258.3% | +95.4% | +162.9% | +159.2% |
| All | +427.3% | +54.2% | +373.1% | +223.8% |
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