+5.3%
UNH vs OVV
+153.1%
-147.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.0% |
| 7D | +1.1% | -3.7% | +4.9% | +1.4% |
| 30D | -1.5% | +8.0% | -9.5% | -2.2% |
| 3M | -0.8% | +11.3% | -12.1% | -1.8% |
| 6M | +41.8% | +24.0% | +17.8% | +39.0% |
| YTD | +23.1% | +65.3% | -42.3% | +17.6% |
| 1Y | +28.5% | +60.2% | -31.6% | +23.0% |
| 3Y | -11.8% | +46.9% | -58.7% | -15.9% |
| 5Y | +5.3% | +158.7% | -153.4% | -8.6% |
| All | +5.3% | +153.1% | -147.8% | -8.6% |
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