+3,971.9%
MU vs OVV
+50.1%
+3,921.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.3% |
| 7D | -22.0% | -16.7% | -5.3% | -18.8% |
| 30D | -36.6% | -1.5% | -35.1% | -36.4% |
| 3M | -21.7% | +1.6% | -23.3% | -22.3% |
| 6M | +3.5% | +2.0% | +1.5% | +2.1% |
| YTD | +141.9% | +56.8% | +85.1% | +114.7% |
| 1Y | +189.8% | +64.8% | +125.0% | +153.8% |
| 3Y | +855.4% | +38.3% | +817.1% | +762.5% |
| 5Y | +869.2% | +84.9% | +784.3% | +690.1% |
| All | +3,971.9% | +50.1% | +3,921.9% | +2,613.4% |
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