+58.4%
OVV vs RGEN
+430.0%
-371.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.6% |
| 7D | +0.3% | -4.9% | +5.2% | +1.0% |
| 30D | +11.7% | +5.7% | +6.1% | +10.7% |
| 3M | +9.8% | +32.4% | -22.6% | +4.5% |
| 6M | +26.6% | +33.2% | -6.6% | +19.4% |
| YTD | +67.0% | +2.3% | +64.7% | +64.4% |
| 1Y | +55.9% | +39.0% | +16.9% | +45.1% |
| 3Y | +45.5% | -4.6% | +50.1% | +39.4% |
| 5Y | +157.3% | -42.7% | +200.0% | +152.0% |
| All | +58.4% | +430.0% | -371.7% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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