+45.1%
OVV vs DRI
+343.2%
-298.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | -7.3% | +4.2% | -11.5% | -9.5% |
| 30D | -3.6% | +15.7% | -19.3% | -11.2% |
| 3M | -2.6% | +5.8% | -8.4% | -6.5% |
| 6M | +7.6% | +18.4% | -10.9% | -3.9% |
| YTD | +59.6% | +28.2% | +31.4% | +34.2% |
| 1Y | +62.2% | +35.9% | +26.3% | +31.3% |
| 3Y | +49.6% | +67.7% | -18.1% | +3.4% |
| 5Y | +98.9% | +77.9% | +21.0% | +28.6% |
| 10Y | +45.1% | +338.7% | -293.6% | -32.9% |
| All | +45.1% | +343.2% | -298.1% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling