+265.7%
SU vs OVV
+57.3%
+208.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.1% |
| 7D | +1.7% | -2.9% | +4.6% | +2.9% |
| 30D | +9.6% | +0.9% | +8.8% | +9.2% |
| 3M | +11.7% | +11.0% | +0.7% | +6.9% |
| 6M | +21.9% | +22.3% | -0.4% | +12.1% |
| YTD | +58.6% | +65.1% | -6.4% | +28.7% |
| 1Y | +66.5% | +53.1% | +13.4% | +38.5% |
| 3Y | +121.4% | +46.7% | +74.7% | +84.0% |
| 5Y | +355.7% | +155.5% | +200.2% | +199.3% |
| All | +265.7% | +57.3% | +208.4% | +98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling