+96.5%
DINO vs OVV
+34.1%
+62.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -15.5% | -16.7% | +1.2% | -7.0% |
| 30D | -16.0% | -1.5% | -14.5% | -15.2% |
| 3M | +17.9% | +1.6% | +16.4% | +16.8% |
| 6M | +38.5% | +2.0% | +36.5% | +36.3% |
| YTD | +115.8% | +56.8% | +59.0% | +69.1% |
| 1Y | +87.1% | +64.8% | +22.3% | +42.2% |
| 3Y | +96.5% | +38.3% | +58.2% | +60.4% |
| All | +96.5% | +34.1% | +62.4% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling