+48.2%
OVV vs DBX
+26.1%
+22.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.3% |
| 7D | +0.3% | -2.4% | +2.7% | +0.7% |
| 30D | +11.7% | -0.5% | +12.2% | +11.7% |
| 3M | +9.8% | +28.1% | -18.3% | +4.1% |
| 6M | +26.6% | +33.1% | -6.5% | +18.3% |
| YTD | +67.0% | +25.3% | +41.7% | +58.3% |
| 1Y | +55.9% | +18.3% | +37.6% | +49.6% |
| All | +48.2% | +26.1% | +22.1% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling