+72.0%
OVV vs DGX
+45.0%
+27.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.5% | -9.1% | -5.4% |
| 7D | -12.1% | +4.1% | -16.2% | -11.8% |
| 30D | +2.9% | +10.5% | -7.6% | +3.5% |
| 3M | +3.7% | +9.8% | -6.1% | +4.5% |
| 6M | +0.6% | +34.6% | -33.9% | +3.1% |
| YTD | +62.5% | +49.8% | +12.6% | +62.3% |
| 1Y | +72.0% | +46.0% | +26.0% | +75.8% |
| All | +72.0% | +45.0% | +27.1% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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