-19.0%
USAR vs OVV
+87.9%
-106.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.2% |
| 7D | -0.8% | +8.0% | -8.8% | +0.3% |
| 30D | -20.9% | -2.0% | -18.9% | -21.1% |
| 3M | -56.2% | +5.4% | -61.6% | -55.7% |
| 6M | -67.9% | +14.3% | -82.2% | -67.1% |
| YTD | -31.4% | +69.4% | -100.9% | -27.2% |
| 1Y | -45.1% | +72.4% | -117.4% | -41.5% |
| 3Y | -20.3% | +58.4% | -78.7% | -13.9% |
| All | -19.0% | +87.9% | -106.9% | -12.4% |
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