+350.4%
SU vs OVV
+162.0%
+188.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.2% | +1.4% |
| 7D | +1.6% | -3.8% | +5.4% | +3.7% |
| 30D | +10.7% | +1.3% | +9.5% | +10.0% |
| 3M | +13.5% | +14.3% | -0.8% | +5.3% |
| 6M | +21.8% | +21.1% | +0.7% | +9.4% |
| YTD | +58.8% | +66.0% | -7.2% | +19.7% |
| 1Y | +72.0% | +59.3% | +12.7% | +31.6% |
| 3Y | +121.7% | +47.6% | +74.2% | +70.6% |
| 5Y | +350.4% | +162.0% | +188.4% | +129.5% |
| All | +350.4% | +162.0% | +188.4% | +129.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling