+56.0%
OVV vs RBA
+207.2%
-151.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.4% |
| 7D | +8.0% | +1.7% | +6.3% | +7.3% |
| 30D | -2.0% | +8.3% | -10.4% | -5.7% |
| 3M | +5.4% | +10.5% | -5.1% | +0.4% |
| 6M | +14.3% | -5.9% | +20.1% | +14.6% |
| YTD | +69.4% | -6.9% | +76.3% | +68.8% |
| 1Y | +72.4% | -4.9% | +77.2% | +69.7% |
| 3Y | +58.4% | +64.5% | -6.1% | +19.8% |
| 5Y | +106.1% | +46.1% | +60.0% | +57.4% |
| All | +56.0% | +207.2% | -151.2% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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