+485.3%
DINO vs OVV
+54.2%
+431.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +4.2% | -3.7% | +7.9% | +5.7% |
| 30D | +33.9% | +8.0% | +25.9% | +29.9% |
| 3M | +50.5% | +11.3% | +39.3% | +44.3% |
| 6M | +95.2% | +24.0% | +71.2% | +79.5% |
| YTD | +140.6% | +65.3% | +75.2% | +97.5% |
| 1Y | +119.0% | +60.2% | +58.8% | +81.2% |
| 3Y | +100.4% | +46.9% | +53.4% | +68.1% |
| 5Y | +324.6% | +158.7% | +165.9% | +178.9% |
| 10Y | +485.3% | +50.8% | +434.5% | +255.5% |
| All | +485.3% | +54.2% | +431.1% | +255.5% |
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