+50.8%
OVV vs SPXU
-99.5%
+150.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -0.2% |
| 7D | -3.7% | -1.5% | -2.3% | -4.4% |
| 30D | +8.0% | +3.7% | +4.3% | +9.9% |
| 3M | +11.3% | -9.6% | +20.8% | +5.6% |
| 6M | +24.0% | -32.4% | +56.4% | +1.4% |
| YTD | +65.3% | -28.7% | +94.0% | +39.6% |
| 1Y | +60.2% | -38.2% | +98.4% | +26.3% |
| 3Y | +46.9% | -80.4% | +127.4% | -27.0% |
| 5Y | +158.7% | -86.0% | +244.8% | +37.1% |
| 10Y | +50.8% | -99.5% | +150.4% | -68.7% |
| All | +50.8% | -99.5% | +150.4% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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