+1,179.9%
URI vs OVV
+63.7%
+1,116.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +2.2% |
| 7D | -2.0% | +0.3% | -2.2% | -2.1% |
| 30D | -12.9% | +11.7% | -24.7% | -16.2% |
| 3M | -6.7% | +9.8% | -16.5% | -10.2% |
| 6M | +19.0% | +26.6% | -7.6% | +8.4% |
| YTD | +25.5% | +67.0% | -41.5% | +4.0% |
| 1Y | +5.5% | +55.9% | -50.4% | -11.3% |
| 3Y | +111.3% | +45.5% | +65.8% | +77.7% |
| 5Y | +198.6% | +157.3% | +41.2% | +95.7% |
| All | +1,179.9% | +63.7% | +1,116.2% | +552.7% |
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