+430.9%
DINO vs OVV
+48.9%
+382.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -10.7% | -10.7% | +0.1% | -6.6% |
| 30D | -17.8% | -5.3% | -12.5% | -16.0% |
| 3M | +23.3% | +2.4% | +20.9% | +22.1% |
| 6M | +39.6% | +5.7% | +33.9% | +36.3% |
| YTD | +121.6% | +56.8% | +64.8% | +85.4% |
| 1Y | +88.2% | +59.3% | +28.9% | +56.3% |
| 3Y | +114.4% | +49.0% | +65.4% | +79.3% |
| 5Y | +248.7% | +88.1% | +160.6% | +155.9% |
| 10Y | +430.9% | +42.5% | +388.3% | +233.9% |
| All | +430.9% | +48.9% | +382.0% | +233.9% |
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