+243.9%
DINO vs OVV
+84.0%
+159.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -15.5% | -16.7% | +1.2% | -7.9% |
| 30D | -16.0% | -1.5% | -14.5% | -15.3% |
| 3M | +17.9% | +1.6% | +16.4% | +16.9% |
| 6M | +38.5% | +2.0% | +36.5% | +36.6% |
| YTD | +115.8% | +56.8% | +59.0% | +73.3% |
| 1Y | +87.1% | +64.8% | +22.3% | +46.3% |
| 3Y | +96.5% | +38.3% | +58.2% | +61.9% |
| All | +243.9% | +84.0% | +159.9% | +137.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling