+104.5%
OVV vs DRI
+78.5%
+26.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.4% |
| 7D | +6.5% | -0.3% | +6.9% | +6.6% |
| 30D | -2.7% | +10.8% | -13.5% | -5.6% |
| 3M | +3.1% | +0.9% | +2.2% | +2.5% |
| 6M | +12.8% | +16.3% | -3.5% | +7.0% |
| YTD | +68.1% | +27.8% | +40.4% | +52.5% |
| 1Y | +73.6% | +33.9% | +39.8% | +54.4% |
| 3Y | +57.6% | +67.2% | -9.6% | +27.3% |
| 5Y | +104.5% | +79.0% | +25.5% | +65.7% |
| All | +104.5% | +78.5% | +26.0% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling