+359.1%
MUU vs OVV
+70.1%
+289.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -2.9% |
| 7D | +43.7% | +6.5% | +37.1% | +45.4% |
| 30D | -37.2% | -2.7% | -34.6% | -37.9% |
| 3M | -36.1% | +3.1% | -39.2% | -34.5% |
| 6M | -35.7% | +12.8% | -48.5% | -31.4% |
| YTD | +264.0% | +68.1% | +195.9% | +299.1% |
| 1Y | +359.1% | +73.6% | +285.5% | +398.0% |
| All | +359.1% | +70.1% | +289.0% | +398.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling