+175.6%
OVV vs DGX
+792.7%
-617.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +8.0% | +1.6% | +6.5% | +7.5% |
| 30D | -2.0% | +11.2% | -13.2% | -5.6% |
| 3M | +5.4% | +10.4% | -5.0% | +1.7% |
| 6M | +14.3% | +37.1% | -22.8% | +1.9% |
| YTD | +69.4% | +52.1% | +17.3% | +44.8% |
| 1Y | +72.4% | +40.7% | +31.6% | +51.3% |
| 3Y | +58.4% | +107.6% | -49.2% | +18.7% |
| 5Y | +106.1% | +90.6% | +15.5% | +56.6% |
| 10Y | +59.6% | +287.9% | -228.3% | -11.0% |
| All | +175.6% | +792.7% | -617.1% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling