+1,272.2%
MUU vs OVV
+63.2%
+1,209.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -5.8% |
| 7D | +24.7% | +8.0% | +16.6% | +18.3% |
| 30D | -35.1% | -2.0% | -33.1% | -33.6% |
| 3M | -44.3% | +5.4% | -49.7% | -46.7% |
| 6M | -44.4% | +14.3% | -58.7% | -52.1% |
| YTD | +244.9% | +69.4% | +175.5% | +80.3% |
| 1Y | +365.6% | +72.4% | +293.2% | +135.0% |
| All | +1,272.2% | +63.2% | +1,209.0% | +667.9% |
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