+36.5%
USB vs OVV
+75.2%
-38.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.6% | +7.5% | +1.7% |
| 7D | +2.4% | -12.1% | +14.5% | +2.0% |
| 30D | +6.6% | +2.9% | +3.7% | +6.5% |
| 3M | -4.1% | +3.7% | -7.8% | -3.9% |
| 6M | +12.5% | +0.6% | +11.9% | +12.8% |
| YTD | +17.6% | +62.5% | -44.8% | +13.6% |
| 1Y | +36.5% | +72.0% | -35.5% | +30.5% |
| All | +36.5% | +75.2% | -38.7% | +30.5% |
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 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