+70.5%
DOCN vs OVV
+177.7%
-107.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +2.7% |
| 7D | -19.2% | -16.7% | -2.5% | -14.9% |
| 30D | -43.1% | -1.5% | -41.6% | -43.0% |
| 3M | -40.7% | +1.6% | -42.3% | -41.5% |
| 6M | -55.0% | +2.0% | -57.0% | -55.8% |
| YTD | +50.6% | +56.8% | -6.2% | +29.0% |
| 1Y | +54.0% | +64.8% | -10.9% | +29.6% |
| 3Y | +203.9% | +38.3% | +165.6% | +162.2% |
| 5Y | -29.4% | +84.9% | -114.2% | -44.2% |
| All | +70.5% | +177.7% | -107.2% | +21.6% |
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