+83.5%
OVV vs DOV
+25.3%
+58.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -1.0% |
| 7D | -16.7% | -1.9% | -14.8% | -15.9% |
| 30D | -1.5% | +8.3% | -9.8% | -6.3% |
| 3M | +1.6% | -3.1% | +4.6% | +2.9% |
| 6M | +2.0% | -9.8% | +11.8% | +6.8% |
| YTD | +56.8% | +5.2% | +51.6% | +45.0% |
| 1Y | +64.8% | +15.3% | +49.5% | +42.0% |
| 3Y | +38.3% | +58.8% | -20.5% | -7.8% |
| All | +83.5% | +25.3% | +58.2% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling