+158.3%
OVV vs DOV
+17.7%
+140.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.3% |
| 7D | +0.3% | -2.7% | +2.9% | +1.8% |
| 30D | +11.7% | -8.1% | +19.8% | +17.2% |
| 3M | +9.8% | -9.4% | +19.2% | +14.8% |
| 6M | +26.6% | -12.6% | +39.2% | +33.8% |
| YTD | +67.0% | -0.5% | +67.5% | +60.3% |
| 1Y | +55.9% | +9.2% | +46.7% | +38.8% |
| 3Y | +45.5% | +34.1% | +11.4% | +10.0% |
| All | +158.3% | +17.7% | +140.6% | +102.8% |
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