+171.6%
OVV vs DLTR
+1,094.7%
-923.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +0.3% | +2.5% | -2.2% | -0.1% |
| 30D | +11.7% | +2.1% | +9.7% | +11.3% |
| 3M | +9.8% | +20.3% | -10.5% | +6.1% |
| 6M | +26.6% | +11.5% | +15.0% | +22.8% |
| YTD | +67.0% | +6.8% | +60.2% | +63.0% |
| 1Y | +55.9% | +31.1% | +24.8% | +46.1% |
| 3Y | +45.5% | +10.7% | +34.8% | +36.8% |
| 5Y | +157.3% | +41.6% | +115.7% | +130.0% |
| 10Y | +65.0% | +58.1% | +6.9% | +40.0% |
| All | +171.6% | +1,094.7% | -923.1% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling