+110.9%
DT vs OVV
+245.6%
-134.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | -4.9% | -3.7% | -1.1% | -4.3% |
| 30D | +2.7% | +8.0% | -5.3% | +1.5% |
| 3M | +20.0% | +11.3% | +8.7% | +17.5% |
| 6M | +28.0% | +24.0% | +4.0% | +23.1% |
| YTD | +16.0% | +65.3% | -49.3% | +6.3% |
| 1Y | +0.7% | +60.2% | -59.4% | -7.5% |
| 3Y | +6.2% | +46.9% | -40.8% | -3.0% |
| 5Y | -28.1% | +158.7% | -186.9% | -40.2% |
| All | +110.9% | +245.6% | -134.7% | +25.6% |
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