+0.4%
DOW vs OVV
+118.4%
-117.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.4% | +1.2% |
| 7D | +3.7% | +6.5% | -2.9% | +1.6% |
| 30D | +16.3% | -2.7% | +18.9% | +17.2% |
| 3M | +9.7% | +3.1% | +6.6% | +8.4% |
| 6M | -14.1% | +12.8% | -26.9% | -17.5% |
| YTD | +46.6% | +68.1% | -21.5% | +24.7% |
| 1Y | +56.8% | +73.6% | -16.8% | +32.0% |
| 3Y | -20.4% | +57.6% | -78.0% | -32.3% |
| 5Y | -27.4% | +104.5% | -132.0% | -46.4% |
| All | +0.4% | +118.4% | -117.9% | -47.6% |
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