-10.8%
DOW vs OVV
+116.9%
-127.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.5% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | +0.4% | +11.7% | -11.4% | -3.0% |
| 3M | -14.4% | +9.8% | -24.2% | -16.9% |
| 6M | -7.0% | +26.6% | -33.5% | -13.4% |
| YTD | +30.2% | +67.0% | -36.8% | +11.3% |
| 1Y | +29.2% | +55.9% | -26.7% | +12.5% |
| 3Y | -36.7% | +45.5% | -82.2% | -45.0% |
| 5Y | -37.7% | +157.3% | -195.0% | -57.0% |
| All | -10.8% | +116.9% | -127.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling