+49.1%
OVV vs DOC
+14.9%
+34.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.7% |
| 7D | -14.9% | +6.2% | -21.1% | -17.3% |
| 30D | -0.9% | +6.5% | -7.4% | -4.0% |
| 3M | +5.6% | -6.2% | +11.8% | +7.8% |
| 6M | -2.5% | +25.6% | -28.1% | -14.8% |
| YTD | +57.8% | +32.1% | +25.7% | +33.3% |
| 1Y | +70.1% | +20.3% | +49.8% | +50.4% |
| 3Y | +35.1% | +42.7% | -7.6% | +6.3% |
| 5Y | +86.1% | -22.2% | +108.2% | +100.8% |
| All | +49.1% | +14.9% | +34.2% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling