+1,340.7%
URI vs OVV
+50.1%
+1,290.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.3% |
| 7D | -9.8% | -16.7% | +6.9% | -4.4% |
| 30D | +1.7% | -1.5% | +3.2% | +1.9% |
| 3M | -9.1% | +1.6% | -10.6% | -10.2% |
| 6M | +9.9% | +2.0% | +7.8% | +7.5% |
| YTD | +31.2% | +56.8% | -25.6% | +10.4% |
| 1Y | +25.9% | +64.8% | -38.9% | +3.8% |
| 3Y | +147.4% | +38.3% | +109.1% | +110.9% |
| 5Y | +179.7% | +84.9% | +94.9% | +103.7% |
| All | +1,340.7% | +50.1% | +1,290.6% | +668.7% |
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