+42.5%
OVV vs DOV
+361.0%
-318.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -3.9% |
| 7D | -10.7% | -1.4% | -9.4% | -9.9% |
| 30D | -5.3% | +12.8% | -18.1% | -15.2% |
| 3M | +2.4% | +1.1% | +1.2% | +0.3% |
| 6M | +5.7% | -2.6% | +8.3% | +4.7% |
| YTD | +56.8% | +9.9% | +46.9% | +35.5% |
| 1Y | +59.3% | +19.3% | +40.0% | +26.9% |
| 3Y | +49.0% | +68.4% | -19.4% | -18.1% |
| 5Y | +88.1% | +29.1% | +59.0% | +31.3% |
| 10Y | +42.5% | +340.2% | -297.6% | -66.2% |
| All | +42.5% | +361.0% | -318.4% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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