+45.1%
OVV vs DAR
+269.9%
-224.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.9% |
| 7D | -7.3% | -3.8% | -3.4% | -5.2% |
| 30D | -3.6% | -14.4% | +10.9% | +5.5% |
| 3M | -2.6% | -17.9% | +15.3% | +8.5% |
| 6M | +7.6% | -18.3% | +25.9% | +19.8% |
| YTD | +59.6% | +43.2% | +16.4% | +27.2% |
| 1Y | +62.2% | +57.7% | +4.5% | +21.3% |
| 3Y | +49.6% | +22.7% | +26.9% | +17.9% |
| 5Y | +98.9% | -34.0% | +133.0% | +129.4% |
| 10Y | +45.1% | +279.5% | -234.3% | -43.0% |
| All | +45.1% | +269.9% | -224.8% | -43.0% |
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