-69.4%
U vs OVV
+160.2%
-229.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | -3.8% | +0.3% | -4.1% | -4.0% |
| 30D | +17.5% | +11.7% | +5.7% | +13.1% |
| 3M | +38.7% | +9.8% | +28.9% | +33.1% |
| 6M | +104.4% | +26.6% | +77.9% | +84.4% |
| YTD | -5.7% | +67.0% | -72.7% | -24.2% |
| 1Y | +3.7% | +55.9% | -52.2% | -15.3% |
| 3Y | +12.3% | +45.5% | -33.2% | -9.1% |
| All | -69.4% | +160.2% | -229.6% | -78.4% |
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