-50.3%
DOCS vs OVV
+135.1%
-185.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.0% | -2.4% |
| 7D | -1.4% | +0.3% | -1.7% | -1.5% |
| 30D | +21.8% | +11.7% | +10.1% | +18.6% |
| 3M | +27.3% | +9.8% | +17.5% | +23.8% |
| 6M | -0.3% | +26.6% | -26.9% | -6.8% |
| YTD | -40.5% | +67.0% | -107.5% | -48.4% |
| 1Y | -61.5% | +55.9% | -117.5% | -66.2% |
| 3Y | +8.2% | +45.5% | -37.3% | -6.1% |
| 5Y | -73.4% | +157.3% | -230.8% | -80.5% |
| All | -50.3% | +135.1% | -185.3% | -64.3% |
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