+58.4%
OVV vs DAR
+355.9%
-297.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.2% |
| 7D | +0.3% | +1.4% | -1.1% | -0.5% |
| 30D | +11.7% | +12.8% | -1.1% | +3.7% |
| 3M | +9.8% | +7.4% | +2.4% | +4.6% |
| 6M | +26.6% | +22.3% | +4.3% | +11.3% |
| YTD | +67.0% | +81.1% | -14.1% | +16.2% |
| 1Y | +55.9% | +106.5% | -50.6% | -1.3% |
| 3Y | +45.5% | +5.3% | +40.2% | +28.4% |
| 5Y | +157.3% | -11.5% | +168.9% | +147.7% |
| All | +58.4% | +355.9% | -297.5% | -42.8% |
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