+48.2%
OVV vs DRI
+367.2%
-319.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -16.7% | +2.8% | -19.5% | -18.1% |
| 30D | -1.5% | +13.3% | -14.8% | -8.2% |
| 3M | +1.6% | +8.2% | -6.6% | -3.6% |
| 6M | +2.0% | +17.5% | -15.5% | -8.4% |
| YTD | +56.8% | +26.9% | +29.9% | +32.5% |
| 1Y | +64.8% | +31.6% | +33.3% | +35.8% |
| 3Y | +38.3% | +67.0% | -28.7% | -4.2% |
| 5Y | +84.9% | +72.9% | +12.0% | +21.6% |
| All | +48.2% | +367.2% | -319.0% | -33.9% |
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