-19.7%
USAR vs OVV
+34.1%
-53.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.6% | +11.5% | +10.8% |
| 7D | -14.5% | -16.7% | +2.2% | -16.9% |
| 30D | -37.8% | -1.5% | -36.3% | -37.8% |
| 3M | -52.8% | +1.6% | -54.3% | -52.5% |
| 6M | -71.2% | +2.0% | -73.3% | -70.9% |
| YTD | -30.9% | +56.8% | -87.7% | -27.1% |
| 1Y | -48.0% | +64.8% | -112.8% | -44.8% |
| 3Y | -19.7% | +38.3% | -58.0% | -13.8% |
| All | -19.7% | +34.1% | -53.8% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling