+64.7%
OVV vs DG
+39.7%
+25.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +1.2% | -3.0% | +4.2% | +0.9% |
| 30D | -2.5% | +8.6% | -11.1% | -1.5% |
| 3M | +0.5% | +15.0% | -14.5% | +2.2% |
| 6M | +8.5% | +32.7% | -24.2% | +11.7% |
| YTD | +64.5% | +5.5% | +58.9% | +68.3% |
| 1Y | +64.7% | +34.6% | +30.1% | +67.2% |
| All | +64.7% | +39.7% | +25.0% | +67.2% |
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