+4,271.9%
MU vs OVV
+48.9%
+4,223.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -12.0% | -10.7% | -1.3% | -9.8% |
| 30D | -28.7% | -5.3% | -23.4% | -27.9% |
| 3M | -16.4% | +2.4% | -18.8% | -17.2% |
| 6M | -1.8% | +5.7% | -7.4% | -3.9% |
| YTD | +157.1% | +56.8% | +100.3% | +128.2% |
| 1Y | +208.5% | +59.3% | +149.2% | +172.2% |
| 3Y | +906.2% | +49.0% | +857.2% | +795.1% |
| 5Y | +893.4% | +88.1% | +805.3% | +707.0% |
| 10Y | +4,271.9% | +42.5% | +4,229.3% | +2,850.1% |
| All | +4,271.9% | +48.9% | +4,223.0% | +2,850.1% |
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