+96.5%
UAL vs OVV
+51.8%
+44.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.9% | -2.6% |
| 7D | +2.3% | +1.2% | +1.0% | +1.9% |
| 30D | +13.3% | -2.5% | +15.9% | +13.4% |
| 3M | -6.3% | +0.5% | -6.8% | -7.5% |
| 6M | +22.5% | +8.5% | +14.0% | +16.7% |
| YTD | +5.9% | +64.5% | -58.6% | -12.6% |
| 1Y | +24.7% | +64.7% | -40.0% | +2.5% |
| 3Y | +211.6% | +54.1% | +157.4% | +155.7% |
| 5Y | +130.6% | +95.4% | +35.1% | +62.9% |
| 10Y | +96.5% | +54.9% | +41.5% | -15.1% |
| All | +96.5% | +51.8% | +44.6% | -15.1% |
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