-49.8%
USAR vs OVV
+75.2%
-125.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.6% | -0.2% | -6.9% |
| 7D | -21.8% | -12.1% | -9.6% | -23.7% |
| 30D | -39.9% | +2.9% | -42.8% | -39.3% |
| 3M | -52.5% | +3.7% | -56.2% | -51.8% |
| 6M | -67.9% | +0.6% | -68.6% | -67.3% |
| YTD | -31.1% | +62.5% | -93.6% | -32.6% |
| 1Y | -49.8% | +72.0% | -121.8% | -53.9% |
| All | -49.8% | +75.2% | -125.0% | -53.9% |
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