+106.0%
OVV vs DAR
-27.0%
+133.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.2% |
| 7D | +8.0% | +11.6% | -3.5% | +2.2% |
| 30D | -2.0% | -10.2% | +8.2% | +3.2% |
| 3M | +5.4% | -14.8% | +20.3% | +13.6% |
| 6M | +14.3% | -10.1% | +24.3% | +19.5% |
| YTD | +69.4% | +55.5% | +13.9% | +34.9% |
| 1Y | +72.4% | +61.7% | +10.7% | +34.1% |
| 3Y | +58.4% | +37.2% | +21.2% | +23.0% |
| All | +106.0% | -27.0% | +133.0% | +162.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling