+92.6%
UAL vs OVV
+50.1%
+42.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.7% | +2.2% |
| 7D | +8.2% | -16.7% | +24.8% | +13.3% |
| 30D | +2.3% | -1.5% | +3.8% | +2.0% |
| 3M | -12.7% | +1.6% | -14.3% | -14.2% |
| 6M | +12.7% | +2.0% | +10.7% | +9.2% |
| YTD | +0.8% | +56.8% | -56.0% | -15.7% |
| 1Y | +17.8% | +64.8% | -47.1% | -3.3% |
| 3Y | +206.7% | +38.3% | +168.4% | +159.5% |
| 5Y | +113.9% | +84.9% | +29.0% | +53.4% |
| All | +92.6% | +50.1% | +42.5% | -15.8% |
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