+48.2%
OVV vs RGEN
+527.2%
-479.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.1% |
| 7D | -16.7% | -1.9% | -14.7% | -16.4% |
| 30D | -1.5% | +3.7% | -5.2% | -2.2% |
| 3M | +1.6% | +8.8% | -7.2% | -0.3% |
| 6M | +2.0% | +38.0% | -35.9% | -4.3% |
| YTD | +56.8% | +5.9% | +50.9% | +52.8% |
| 1Y | +64.8% | +19.7% | +45.2% | +56.9% |
| 3Y | +38.3% | +20.5% | +17.7% | +27.6% |
| 5Y | +84.9% | -35.0% | +119.9% | +78.1% |
| All | +48.2% | +527.2% | -479.0% | +1.1% |
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