+28.6%
OVV vs DBX
+12.3%
+16.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | +2.0% |
| 7D | -10.7% | -8.6% | -2.2% | -8.2% |
| 30D | -5.3% | -5.2% | -0.1% | -3.8% |
| 3M | +2.4% | -6.4% | +8.8% | +3.9% |
| 6M | +5.7% | +12.7% | -7.1% | -0.6% |
| YTD | +56.8% | +17.2% | +39.6% | +43.9% |
| 1Y | +59.3% | +5.5% | +53.7% | +51.6% |
| 3Y | +49.0% | +24.1% | +24.9% | +28.3% |
| 5Y | +88.1% | +14.2% | +73.9% | +62.9% |
| All | +28.6% | +12.3% | +16.3% | -4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling