+53.0%
OVV vs DGX
+96.8%
-43.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.8% | -2.2% | -1.6% | -3.7% |
| 30D | +1.3% | -0.9% | +2.2% | +1.3% |
| 3M | +14.3% | +15.6% | -1.2% | +13.3% |
| 6M | +21.1% | +17.8% | +3.3% | +19.8% |
| YTD | +66.0% | +37.5% | +28.6% | +60.8% |
| 1Y | +59.3% | +31.2% | +28.1% | +55.1% |
| All | +53.0% | +96.8% | -43.8% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling