+1,000.7%
MUU vs OVV
+51.1%
+949.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.6% | +9.8% | +9.6% |
| 7D | -42.8% | -16.7% | -26.1% | -34.4% |
| 30D | -63.6% | -1.5% | -62.1% | -63.1% |
| 3M | -48.5% | +1.6% | -50.1% | -50.0% |
| 6M | -36.9% | +2.0% | -39.0% | -40.7% |
| YTD | +176.7% | +56.8% | +119.9% | +52.4% |
| 1Y | +266.3% | +64.8% | +201.4% | +85.2% |
| All | +1,000.7% | +51.1% | +949.6% | +549.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling