+62.3%
OVV vs DECK
+718.3%
-655.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.2% |
| 7D | +0.3% | -2.2% | +2.5% | +0.9% |
| 30D | +11.7% | -13.6% | +25.3% | +16.5% |
| 3M | +9.8% | -21.2% | +31.0% | +16.9% |
| 6M | +26.6% | -21.1% | +47.6% | +32.6% |
| YTD | +67.0% | -17.2% | +84.3% | +70.4% |
| 1Y | +55.9% | -30.7% | +86.7% | +67.3% |
| 3Y | +45.5% | -3.4% | +48.9% | +24.7% |
| 5Y | +157.3% | +25.5% | +131.8% | +89.2% |
| All | +62.3% | +718.3% | -655.9% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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