+1,182.4%
URI vs OVV
+46.5%
+1,135.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.6% |
| 7D | -6.0% | -7.3% | +1.3% | -3.7% |
| 30D | +4.6% | -3.6% | +8.2% | +5.5% |
| 3M | -2.7% | -2.6% | -0.1% | -2.5% |
| 6M | +18.4% | +7.6% | +10.8% | +13.9% |
| YTD | +37.4% | +59.6% | -22.3% | +14.9% |
| 1Y | +30.4% | +62.2% | -31.9% | +8.1% |
| 3Y | +147.9% | +49.6% | +98.3% | +106.3% |
| 5Y | +202.1% | +98.9% | +103.1% | +115.2% |
| 10Y | +1,182.4% | +45.1% | +1,137.3% | +594.6% |
| All | +1,182.4% | +46.5% | +1,135.9% | +594.6% |
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 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