+42.5%
OVV vs RBA
+236.6%
-194.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -1.0% |
| 7D | -10.7% | +2.5% | -13.2% | -11.7% |
| 30D | -5.3% | +11.6% | -16.9% | -9.9% |
| 3M | +2.4% | +1.5% | +0.9% | +1.0% |
| 6M | +5.7% | -6.6% | +12.3% | +6.4% |
| YTD | +56.8% | -6.3% | +63.0% | +55.8% |
| 1Y | +59.3% | -4.0% | +63.2% | +56.2% |
| 3Y | +49.0% | +47.3% | +1.7% | +18.3% |
| 5Y | +88.1% | +47.7% | +40.5% | +43.0% |
| 10Y | +42.5% | +224.7% | -182.2% | -32.9% |
| All | +42.5% | +236.6% | -194.0% | -32.9% |
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