+31.0%
DIS vs OVV
+57.6%
-26.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | +0.9% | +6.5% | -5.7% | -0.2% |
| 30D | +8.9% | -2.7% | +11.5% | +9.1% |
| 3M | +14.5% | +3.1% | +11.4% | +13.5% |
| 6M | +12.2% | +12.8% | -0.6% | +8.9% |
| YTD | +4.7% | +68.1% | -63.4% | -6.1% |
| 1Y | +2.8% | +73.6% | -70.8% | -8.5% |
| 3Y | +38.1% | +57.6% | -19.4% | +22.8% |
| 5Y | -23.6% | +104.5% | -128.1% | -37.4% |
| All | +31.0% | +57.6% | -26.6% | -18.7% |
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