-21.2%
USAR vs OVV
+57.6%
-78.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -2.0% |
| 7D | +8.8% | +6.5% | +2.2% | +9.8% |
| 30D | -28.5% | -2.7% | -25.8% | -28.7% |
| 3M | -56.2% | +3.1% | -59.3% | -55.8% |
| 6M | -68.4% | +12.8% | -81.2% | -67.6% |
| YTD | -32.2% | +68.1% | -100.3% | -27.7% |
| 1Y | -52.3% | +73.6% | -126.0% | -48.9% |
| All | -21.2% | +57.6% | -78.8% | -14.5% |
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