-29.5%
DOW vs OVV
+84.0%
-113.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -9.5% | -16.7% | +7.2% | -3.5% |
| 30D | +13.1% | -1.5% | +14.6% | +13.5% |
| 3M | +4.8% | +1.6% | +3.3% | +4.0% |
| 6M | -16.7% | +2.0% | -18.7% | -17.6% |
| YTD | +38.9% | +56.8% | -17.9% | +19.1% |
| 1Y | +48.3% | +64.8% | -16.6% | +25.0% |
| 3Y | -24.4% | +38.3% | -62.6% | -34.5% |
| All | -29.5% | +84.0% | -113.6% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling