+59.3%
OVV vs DOV
+18.5%
+40.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | +0.3% |
| 7D | -10.7% | -1.4% | -9.4% | -10.9% |
| 30D | -5.3% | +12.8% | -18.1% | -4.3% |
| 3M | +2.4% | +1.1% | +1.2% | +2.3% |
| 6M | +5.7% | -2.6% | +8.3% | +5.9% |
| YTD | +56.8% | +9.9% | +46.9% | +55.8% |
| All | +59.3% | +18.5% | +40.8% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling