+42.5%
OVV vs DAR
+288.2%
-245.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -2.8% |
| 7D | -10.7% | -2.8% | -8.0% | -9.3% |
| 30D | -5.3% | -12.8% | +7.5% | +2.5% |
| 3M | +2.4% | -11.6% | +14.0% | +9.3% |
| 6M | +5.7% | -16.8% | +22.4% | +16.4% |
| YTD | +56.8% | +45.9% | +10.8% | +23.6% |
| 1Y | +59.3% | +61.5% | -2.2% | +17.5% |
| 3Y | +49.0% | +23.0% | +26.0% | +17.5% |
| 5Y | +88.1% | -35.8% | +124.0% | +121.7% |
| 10Y | +42.5% | +280.4% | -237.8% | -44.3% |
| All | +42.5% | +288.2% | -245.7% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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