+106.0%
OVV vs DOV
+29.1%
+76.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.6% |
| 7D | +8.0% | +3.0% | +5.1% | +6.1% |
| 30D | -2.0% | +8.6% | -10.6% | -7.1% |
| 3M | +5.4% | +1.9% | +3.6% | +3.6% |
| 6M | +14.3% | -1.7% | +15.9% | +13.1% |
| YTD | +69.4% | +8.3% | +61.1% | +53.7% |
| 1Y | +72.4% | +16.6% | +55.8% | +47.6% |
| 3Y | +58.4% | +65.1% | -6.7% | +2.2% |
| All | +106.0% | +29.1% | +76.9% | +48.8% |
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