+72.0%
OVV vs DG
+45.3%
+26.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +8.5% | -14.1% | -4.6% |
| 7D | -12.1% | +12.3% | -24.4% | -10.9% |
| 30D | +2.9% | +19.3% | -16.4% | +4.8% |
| 3M | +3.7% | +11.9% | -8.2% | +5.0% |
| 6M | +0.6% | +25.0% | -24.4% | +3.4% |
| YTD | +62.5% | +8.7% | +53.7% | +66.8% |
| 1Y | +72.0% | +44.7% | +27.3% | +74.6% |
| All | +72.0% | +45.3% | +26.8% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling