-26.3%
U vs OVV
+603.3%
-629.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.5% |
| 7D | +24.4% | -7.3% | +31.6% | +26.2% |
| 30D | +7.4% | -3.6% | +10.9% | +7.6% |
| 3M | +16.8% | -2.6% | +19.4% | +16.6% |
| 6M | +78.8% | +7.6% | +71.2% | +72.7% |
| YTD | +14.0% | +59.6% | -45.6% | -2.2% |
| 1Y | +16.7% | +62.2% | -45.5% | -0.5% |
| 3Y | +86.4% | +49.6% | +36.8% | +58.9% |
| 5Y | -71.5% | +98.9% | -170.4% | -76.0% |
| All | -26.3% | +603.3% | -629.7% | -35.7% |
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