+284.1%
UNP vs OVV
+46.5%
+237.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.9% |
| 7D | -0.9% | -7.3% | +6.3% | +0.3% |
| 30D | +8.0% | -3.6% | +11.6% | +8.5% |
| 3M | +3.3% | -2.6% | +6.0% | +3.5% |
| 6M | +14.7% | +7.6% | +7.1% | +12.5% |
| YTD | +31.9% | +59.6% | -27.7% | +20.0% |
| 1Y | +37.1% | +62.2% | -25.1% | +24.3% |
| 3Y | +51.9% | +49.6% | +2.3% | +36.7% |
| 5Y | +39.3% | +98.9% | -59.6% | +14.2% |
| 10Y | +284.1% | +45.1% | +239.0% | +147.1% |
| All | +284.1% | +46.5% | +237.6% | +147.1% |
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