+155.0%
OVV vs DOV
+1,087.3%
-932.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -1.1% |
| 7D | -16.7% | -1.9% | -14.8% | -15.8% |
| 30D | -1.5% | +8.3% | -9.8% | -7.2% |
| 3M | +1.6% | -3.1% | +4.6% | +3.1% |
| 6M | +2.0% | -9.8% | +11.8% | +7.2% |
| YTD | +56.8% | +5.2% | +51.6% | +44.9% |
| 1Y | +64.8% | +15.3% | +49.5% | +42.0% |
| 3Y | +38.3% | +58.8% | -20.5% | -6.8% |
| 5Y | +84.9% | +26.6% | +58.3% | +45.3% |
| 10Y | +54.5% | +351.6% | -297.1% | -40.8% |
| All | +155.0% | +1,087.3% | -932.3% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling