+78.0%
UMC vs OVV
+92.4%
-14.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.7% |
| 7D | -8.3% | -7.3% | -1.0% | -6.9% |
| 30D | -34.5% | -3.6% | -30.9% | -34.1% |
| 3M | -20.0% | -2.6% | -17.3% | -19.9% |
| 6M | -0.7% | +7.6% | -8.3% | -3.3% |
| YTD | +94.7% | +59.6% | +35.1% | +71.8% |
| 1Y | +106.0% | +62.2% | +43.8% | +80.7% |
| 3Y | +124.3% | +49.6% | +74.7% | +94.6% |
| 5Y | +78.0% | +98.9% | -21.0% | +43.6% |
| All | +78.0% | +92.4% | -14.4% | +43.6% |
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