+171.6%
OVV vs DOV
+1,023.4%
-851.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -2.4% |
| 7D | +0.3% | -2.7% | +2.9% | +2.1% |
| 30D | +11.7% | -8.1% | +19.8% | +18.3% |
| 3M | +9.8% | -9.4% | +19.2% | +15.8% |
| 6M | +26.6% | -12.6% | +39.2% | +34.8% |
| YTD | +67.0% | -0.5% | +67.5% | +61.2% |
| 1Y | +55.9% | +9.2% | +46.7% | +39.5% |
| 3Y | +45.5% | +34.1% | +11.4% | +11.2% |
| 5Y | +157.3% | +17.3% | +140.1% | +114.1% |
| 10Y | +65.0% | +284.9% | -219.9% | -29.7% |
| All | +171.6% | +1,023.4% | -851.8% | -38.7% |
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