+42.5%
OVV vs RGEN
+508.6%
-466.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.2% | -0.5% |
| 7D | -10.7% | +3.5% | -14.2% | -11.2% |
| 30D | -5.3% | +2.9% | -8.2% | -5.8% |
| 3M | +2.4% | +9.2% | -6.8% | +0.5% |
| 6M | +5.7% | +44.9% | -39.3% | -1.6% |
| YTD | +56.8% | +9.2% | +47.6% | +52.0% |
| 1Y | +59.3% | +25.3% | +34.0% | +50.6% |
| 3Y | +49.0% | +21.7% | +27.2% | +37.4% |
| 5Y | +88.1% | -34.5% | +122.6% | +80.8% |
| 10Y | +42.5% | +478.9% | -436.4% | -2.2% |
| All | +42.5% | +508.6% | -466.1% | -2.2% |
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