-10.9%
DOW vs OVV
+115.6%
-126.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -6.0% | -3.8% | -2.2% | -4.8% |
| 30D | -2.7% | +1.3% | -4.0% | -3.1% |
| 3M | -10.5% | +14.3% | -24.8% | -14.2% |
| 6M | -12.4% | +21.1% | -33.6% | -17.4% |
| YTD | +30.0% | +66.0% | -36.0% | +11.4% |
| 1Y | +27.8% | +59.3% | -31.5% | +10.6% |
| 3Y | -34.9% | +47.6% | -82.5% | -43.6% |
| 5Y | -35.9% | +162.0% | -197.8% | -56.0% |
| All | -10.9% | +115.6% | -126.6% | -53.2% |
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