+266.5%
MUU vs OVV
+58.4%
+208.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | 0.0% | +12.5% | +12.5% |
| 7D | -27.2% | -10.7% | -16.4% | -30.1% |
| 30D | -54.0% | -5.3% | -48.8% | -54.3% |
| 3M | -41.4% | +2.4% | -43.8% | -39.2% |
| 6M | -42.5% | +5.7% | -48.1% | -39.3% |
| YTD | +211.2% | +56.8% | +154.4% | +244.5% |
| All | +266.5% | +58.4% | +208.1% | +312.5% |
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