+517.0%
USB vs OVV
+155.6%
+361.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.6% | +7.5% | +3.2% |
| 7D | +2.4% | -12.1% | +14.5% | +5.3% |
| 30D | +6.6% | +2.9% | +3.7% | +5.6% |
| 3M | -4.1% | +3.7% | -7.8% | -5.4% |
| 6M | +12.5% | +0.6% | +11.9% | +11.2% |
| YTD | +17.6% | +62.5% | -44.8% | +3.1% |
| 1Y | +36.5% | +72.0% | -35.5% | +17.8% |
| 3Y | +95.4% | +39.1% | +56.3% | +73.5% |
| 5Y | +26.1% | +98.5% | -72.3% | -2.0% |
| 10Y | +101.3% | +60.1% | +41.2% | +20.5% |
| All | +517.0% | +155.6% | +361.4% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling