+155.0%
DPZ vs OVV
+63.7%
+91.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.6% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -7.0% | +11.7% | -18.7% | -7.4% |
| 3M | +11.6% | +9.8% | +1.8% | +11.1% |
| 6M | -15.2% | +26.6% | -41.7% | -16.2% |
| YTD | -17.2% | +67.0% | -84.3% | -19.2% |
| 1Y | -24.8% | +55.9% | -80.8% | -26.5% |
| 3Y | -8.7% | +45.5% | -54.2% | -10.9% |
| 5Y | -28.9% | +157.3% | -186.3% | -32.1% |
| All | +155.0% | +63.7% | +91.4% | +143.0% |
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 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