+36.3%
DIS vs OVV
+46.5%
-10.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | +4.4% | -7.3% | +11.7% | +5.7% |
| 30D | +10.3% | -3.6% | +13.9% | +10.8% |
| 3M | +15.5% | -2.6% | +18.2% | +15.6% |
| 6M | +11.2% | +7.6% | +3.6% | +8.8% |
| YTD | +5.6% | +59.6% | -54.0% | -4.4% |
| 1Y | +7.7% | +62.2% | -54.5% | -3.0% |
| 3Y | +39.3% | +49.6% | -10.3% | +25.0% |
| 5Y | -29.5% | +98.9% | -128.4% | -42.0% |
| 10Y | +36.3% | +45.1% | -8.9% | -14.2% |
| All | +36.3% | +46.5% | -10.3% | -14.2% |
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