+35.7%
OVV vs DBX
+16.6%
+19.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | 0.0% |
| 7D | -3.7% | -1.3% | -2.4% | -3.3% |
| 30D | +8.0% | -2.9% | +10.9% | +8.7% |
| 3M | +11.3% | +23.8% | -12.6% | +2.2% |
| 6M | +24.0% | +26.2% | -2.2% | +11.7% |
| YTD | +65.3% | +21.6% | +43.7% | +50.6% |
| 1Y | +60.2% | +11.4% | +48.7% | +49.9% |
| 3Y | +46.9% | +21.3% | +25.7% | +28.4% |
| 5Y | +158.7% | +6.7% | +152.1% | +129.3% |
| All | +35.7% | +16.6% | +19.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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