+16.0%
UNH vs OVV
+59.6%
-43.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -1.9% |
| 7D | -1.7% | -3.8% | +2.1% | -1.7% |
| 30D | -3.8% | +1.3% | -5.1% | -3.8% |
| 3M | -4.3% | +14.3% | -18.6% | -4.3% |
| 6M | +38.6% | +21.1% | +17.5% | +38.5% |
| YTD | +20.7% | +66.0% | -45.3% | +22.3% |
| 1Y | +16.0% | +59.3% | -43.3% | +17.6% |
| All | +16.0% | +59.6% | -43.6% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling