+50.5%
OVV vs DG
+12.2%
+38.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.7% |
| 7D | +0.3% | +8.4% | -8.1% | +0.7% |
| 30D | +11.7% | +4.9% | +6.8% | +12.0% |
| 3M | +9.8% | +29.3% | -19.5% | +11.3% |
| 6M | +26.6% | -11.3% | +37.8% | +26.9% |
| YTD | +67.0% | +1.8% | +65.3% | +68.1% |
| 1Y | +55.9% | +25.3% | +30.6% | +58.0% |
| All | +50.5% | +12.2% | +38.3% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling