+58.4%
OVV vs RBA
+185.7%
-127.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.1% | -1.9% |
| 7D | +0.3% | -2.9% | +3.2% | +1.5% |
| 30D | +11.7% | -12.3% | +24.0% | +17.6% |
| 3M | +9.8% | -20.5% | +30.3% | +19.0% |
| 6M | +26.6% | -18.5% | +45.1% | +35.0% |
| YTD | +67.0% | -18.2% | +85.3% | +76.6% |
| 1Y | +55.9% | -27.5% | +83.4% | +73.5% |
| 3Y | +45.5% | +38.1% | +7.4% | +18.1% |
| 5Y | +157.3% | +44.8% | +112.6% | +92.7% |
| All | +58.4% | +185.7% | -127.4% | -23.8% |
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