+155.0%
OVV vs DAR
+5,476.7%
-5,321.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -16.7% | -9.9% | -6.7% | -13.5% |
| 30D | -1.5% | -16.4% | +14.9% | +4.8% |
| 3M | +1.6% | -17.1% | +18.6% | +8.2% |
| 6M | +2.0% | -20.5% | +22.5% | +10.1% |
| YTD | +56.8% | +39.4% | +17.4% | +39.4% |
| 1Y | +64.8% | +57.2% | +7.6% | +40.2% |
| 3Y | +38.3% | +13.9% | +24.4% | +26.4% |
| 5Y | +84.9% | -40.8% | +125.7% | +110.2% |
| 10Y | +54.5% | +276.2% | -221.7% | +5.5% |
| All | +155.0% | +5,476.7% | -5,321.6% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling