+107.5%
UL vs OVV
+57.6%
+49.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.9% | +0.3% |
| 7D | -2.5% | +6.5% | -9.0% | -2.8% |
| 30D | +5.7% | -2.7% | +8.3% | +5.7% |
| 3M | +7.0% | +3.1% | +3.8% | +6.7% |
| 6M | +16.1% | +12.8% | +3.3% | +15.2% |
| YTD | +3.6% | +68.1% | -64.6% | +0.6% |
| 1Y | -1.4% | +73.6% | -75.0% | -4.4% |
| 3Y | +34.1% | +57.6% | -23.5% | +29.5% |
| 5Y | +32.0% | +104.5% | -72.5% | +23.7% |
| All | +107.5% | +57.6% | +49.9% | +68.9% |
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