+55.4%
OVV vs UUUU
+495.2%
-439.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.9% |
| 7D | -2.9% | -5.0% | +2.1% | -1.8% |
| 30D | +0.9% | -7.8% | +8.6% | +2.2% |
| 3M | +11.0% | -0.4% | +11.5% | +8.9% |
| 6M | +22.3% | -32.9% | +55.2% | +28.0% |
| YTD | +65.1% | -6.3% | +71.3% | +53.4% |
| 1Y | +53.1% | +7.9% | +45.2% | +29.8% |
| 3Y | +46.7% | +85.2% | -38.5% | -4.6% |
| 5Y | +155.5% | +97.0% | +58.5% | +51.6% |
| All | +55.4% | +495.2% | -439.8% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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