+48.2%
OVV vs MUB
+20.8%
+27.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -16.7% | +0.7% | -17.4% | -16.6% |
| 30D | -1.5% | +4.4% | -5.9% | -1.0% |
| 3M | +1.6% | -0.2% | +1.7% | +1.5% |
| 6M | +2.0% | -0.6% | +2.6% | +2.0% |
| YTD | +56.8% | +0.3% | +56.5% | +56.8% |
| 1Y | +64.8% | +0.8% | +64.1% | +64.8% |
| 3Y | +38.3% | +12.0% | +26.3% | +38.4% |
| 5Y | +84.9% | +3.4% | +81.4% | +82.5% |
| All | +48.2% | +20.8% | +27.4% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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