+164.2%
OVV vs DOC
+330.6%
-166.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.1% | -8.7% | -6.8% |
| 7D | -12.1% | +8.7% | -20.8% | -15.0% |
| 30D | +2.9% | +7.6% | -4.8% | -0.3% |
| 3M | +3.7% | -5.3% | +9.0% | +5.1% |
| 6M | +0.6% | +27.6% | -27.0% | -10.6% |
| YTD | +62.5% | +32.4% | +30.1% | +41.3% |
| 1Y | +72.0% | +22.9% | +49.2% | +53.9% |
| 3Y | +39.1% | +43.1% | -4.0% | +15.3% |
| 5Y | +98.5% | -21.4% | +119.8% | +107.1% |
| 10Y | +60.1% | +16.8% | +43.3% | +47.0% |
| All | +164.2% | +330.6% | -166.4% | +45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling