+158.7%
OVV vs DLTR
+34.4%
+124.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.6% | -0.1% |
| 7D | -3.7% | -5.8% | +2.1% | -2.8% |
| 30D | +8.0% | -5.2% | +13.2% | +8.8% |
| 3M | +11.3% | +15.2% | -3.9% | +8.2% |
| 6M | +24.0% | +7.1% | +16.9% | +21.4% |
| YTD | +65.3% | +0.8% | +64.5% | +63.5% |
| 1Y | +60.2% | +24.8% | +35.4% | +50.4% |
| 3Y | +46.9% | +6.9% | +40.0% | +39.2% |
| 5Y | +158.7% | +33.2% | +125.5% | +144.2% |
| All | +158.7% | +34.4% | +124.4% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling