+31.9%
DIS vs OVV
+58.9%
-27.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.5% |
| 7D | +1.9% | +8.0% | -6.1% | +0.6% |
| 30D | +9.2% | -2.0% | +11.2% | +9.3% |
| 3M | +13.5% | +5.4% | +8.1% | +12.0% |
| 6M | +14.3% | +14.3% | 0.0% | +10.7% |
| YTD | +5.4% | +69.4% | -64.1% | -5.6% |
| 1Y | +12.2% | +72.4% | -60.2% | 0.0% |
| 3Y | +37.2% | +58.4% | -21.2% | +21.8% |
| 5Y | -23.1% | +106.1% | -129.2% | -37.1% |
| All | +31.9% | +58.9% | -27.0% | -18.3% |
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 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