-24.8%
U vs OVV
+590.8%
-615.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +32.3% | -10.7% | +43.1% | +35.5% |
| 30D | +9.7% | -5.3% | +15.0% | +10.4% |
| 3M | +19.6% | +2.4% | +17.2% | +17.8% |
| 6M | +82.6% | +5.7% | +77.0% | +77.2% |
| YTD | +16.4% | +56.8% | -40.3% | +0.4% |
| 1Y | +28.5% | +59.3% | -30.8% | +10.0% |
| 3Y | +103.8% | +49.0% | +54.8% | +73.9% |
| 5Y | -70.0% | +88.1% | -158.2% | -74.6% |
| All | -24.8% | +590.8% | -615.5% | -34.0% |
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