+103.7%
DINO vs OVV
+49.8%
+53.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.2% |
| 7D | +5.7% | +0.3% | +5.5% | +5.6% |
| 30D | +27.8% | +11.7% | +16.1% | +20.7% |
| 3M | +45.6% | +9.8% | +35.8% | +38.3% |
| 6M | +88.5% | +26.6% | +61.9% | +66.7% |
| YTD | +134.1% | +67.0% | +67.1% | +78.7% |
| 1Y | +111.1% | +55.9% | +55.2% | +65.7% |
| All | +103.7% | +49.8% | +53.9% | +58.3% |
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