-27.5%
DOW vs OVV
+107.0%
-134.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | +5.2% | +8.0% | -2.8% | +2.3% |
| 30D | +13.2% | -2.0% | +15.2% | +13.9% |
| 3M | +10.1% | +5.4% | +4.7% | +7.7% |
| 6M | -13.1% | +14.3% | -27.3% | -17.5% |
| YTD | +46.1% | +69.4% | -23.3% | +21.8% |
| 1Y | +50.0% | +72.4% | -22.3% | +24.3% |
| 3Y | -20.2% | +58.4% | -78.6% | -33.8% |
| All | -27.5% | +107.0% | -134.5% | -45.9% |
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