+4,407.5%
MU vs OVV
+58.9%
+4,348.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | +12.8% | +8.0% | +4.8% | +11.0% |
| 30D | -14.9% | -2.0% | -12.8% | -14.4% |
| 3M | -18.0% | +5.4% | -23.5% | -19.2% |
| 6M | -3.1% | +14.3% | -17.4% | -6.8% |
| YTD | +172.9% | +69.4% | +103.5% | +138.2% |
| 1Y | +228.8% | +72.4% | +156.5% | +185.4% |
| 3Y | +950.8% | +58.4% | +892.5% | +822.3% |
| 5Y | +931.3% | +106.1% | +825.2% | +721.6% |
| All | +4,407.5% | +58.9% | +4,348.7% | +2,863.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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