-24.4%
DOW vs OVV
+34.1%
-58.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -9.5% | -16.7% | +7.2% | -0.9% |
| 30D | +13.1% | -1.5% | +14.6% | +13.6% |
| 3M | +4.8% | +1.6% | +3.3% | +3.4% |
| 6M | -16.7% | +2.0% | -18.7% | -18.3% |
| YTD | +38.9% | +56.8% | -17.9% | +11.1% |
| 1Y | +48.3% | +64.8% | -16.6% | +15.6% |
| 3Y | -24.4% | +38.3% | -62.6% | -40.0% |
| All | -24.4% | +34.1% | -58.5% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling