+73.6%
OVV vs DLTR
+33.3%
+40.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.4% | +2.1% |
| 7D | +6.5% | +2.4% | +4.1% | +6.9% |
| 30D | -2.7% | +21.5% | -24.1% | +0.2% |
| 3M | +3.1% | +9.8% | -6.7% | +5.0% |
| 6M | +12.8% | +58.6% | -45.8% | +20.2% |
| YTD | +68.1% | +14.8% | +53.3% | +76.6% |
| 1Y | +73.6% | +33.0% | +40.6% | +81.1% |
| All | +73.6% | +33.3% | +40.3% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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