+24.8%
USAR vs OVV
+61.5%
-36.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.7% |
| 7D | -2.1% | +0.3% | -2.4% | -2.1% |
| 30D | +2.6% | +11.7% | -9.1% | +4.0% |
| 3M | -35.0% | +9.8% | -44.8% | -34.1% |
| 6M | -6.9% | +26.6% | -33.4% | -9.0% |
| YTD | +48.0% | +67.0% | -19.0% | +41.2% |
| 1Y | +24.8% | +55.9% | -31.1% | +15.9% |
| All | +24.8% | +61.5% | -36.7% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling