+58.4%
OVV vs DTE
+57.1%
+1.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +8.0% | +3.4% | +4.6% | +7.4% |
| 30D | -2.0% | +8.9% | -10.9% | -3.6% |
| 3M | +5.4% | +1.1% | +4.4% | +5.2% |
| 6M | +14.3% | +0.1% | +14.2% | +14.1% |
| YTD | +69.4% | +11.1% | +58.4% | +63.6% |
| 1Y | +72.4% | +4.9% | +67.4% | +68.8% |
| 3Y | +58.4% | +58.6% | -0.2% | +37.6% |
| All | +58.4% | +57.1% | +1.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 3y: compounded portfolio wealth divided by compounded DTE 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…
3y analysis · Full analysis span regression · 6 months rolling