+125.4%
SU vs OVV
+51.8%
+73.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.2% |
| 7D | +1.7% | -2.9% | +4.6% | +3.3% |
| 30D | +9.6% | +0.9% | +8.8% | +9.1% |
| 3M | +11.7% | +11.0% | +0.7% | +5.3% |
| 6M | +21.9% | +22.3% | -0.4% | +9.1% |
| YTD | +58.6% | +65.1% | -6.4% | +20.6% |
| 1Y | +66.5% | +53.1% | +13.4% | +30.9% |
| All | +125.4% | +51.8% | +73.6% | +70.6% |
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