+176.6%
URI vs OVV
+88.6%
+88.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.9% | -4.3% | -6.2% |
| 7D | -12.9% | -14.9% | +2.0% | -8.6% |
| 30D | -3.4% | -0.9% | -2.5% | -3.4% |
| 3M | -10.0% | +5.6% | -15.6% | -12.3% |
| 6M | +12.2% | -2.5% | +14.7% | +11.3% |
| YTD | +29.8% | +57.8% | -28.1% | +8.1% |
| 1Y | +24.6% | +70.1% | -45.5% | +0.6% |
| 3Y | +137.6% | +35.1% | +102.5% | +101.8% |
| 5Y | +176.6% | +86.1% | +90.5% | +103.8% |
| All | +176.6% | +88.6% | +88.1% | +103.8% |
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