+56.1%
DVN vs OVV
+57.6%
-1.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +1.3% |
| 7D | +7.8% | +6.5% | +1.3% | +3.4% |
| 30D | -7.9% | -2.7% | -5.3% | -6.0% |
| 3M | +3.7% | +3.1% | +0.6% | +1.8% |
| 6M | +0.2% | +12.8% | -12.6% | -7.3% |
| YTD | +28.6% | +68.1% | -39.5% | -9.0% |
| 1Y | +34.6% | +73.6% | -39.0% | -6.9% |
| 3Y | +11.8% | +57.6% | -45.8% | -18.6% |
| 5Y | +37.6% | +104.5% | -67.0% | -18.7% |
| All | +56.1% | +57.6% | -1.5% | -32.2% |
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 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