+1,857.3%
UMC vs OVV
+55.1%
+1,802.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.9% |
| 7D | +13.6% | -3.8% | +17.4% | +14.2% |
| 30D | +20.8% | +1.3% | +19.5% | +20.5% |
| 3M | +16.1% | +14.3% | +1.8% | +13.6% |
| 6M | +137.3% | +21.1% | +116.2% | +129.2% |
| YTD | +193.8% | +66.0% | +127.7% | +170.3% |
| 1Y | +236.1% | +59.3% | +176.8% | +210.5% |
| 3Y | +267.1% | +47.6% | +219.5% | +237.5% |
| 5Y | +145.3% | +162.0% | -16.7% | +105.7% |
| 10Y | +1,857.3% | +56.5% | +1,800.8% | +1,380.9% |
| All | +1,857.3% | +55.1% | +1,802.2% | +1,380.9% |
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