+34.3%
DLR vs OVV
+160.2%
-125.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.5% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | -3.4% | +11.7% | -15.1% | -4.6% |
| 3M | +0.5% | +9.8% | -9.3% | -0.7% |
| 6M | +4.6% | +26.6% | -22.0% | +1.3% |
| YTD | +23.4% | +67.0% | -43.6% | +15.4% |
| 1Y | +19.0% | +55.9% | -36.9% | +12.0% |
| 3Y | +56.5% | +45.5% | +11.0% | +46.1% |
| All | +34.3% | +160.2% | -125.9% | +26.0% |
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