+108.7%
USB vs OVV
+63.7%
+45.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.1% |
| 7D | +1.4% | +0.3% | +1.2% | +1.4% |
| 30D | -1.3% | +11.7% | -13.0% | -3.8% |
| 3M | +15.2% | +9.8% | +5.4% | +12.4% |
| 6M | +18.8% | +26.6% | -7.7% | +11.6% |
| YTD | +21.0% | +67.0% | -46.0% | +6.5% |
| 1Y | +34.0% | +55.9% | -21.9% | +19.3% |
| 3Y | +95.3% | +45.5% | +49.8% | +73.0% |
| 5Y | +40.4% | +157.3% | -117.0% | +4.9% |
| All | +108.7% | +63.7% | +45.1% | +14.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling