+42.5%
OVV vs RIO
+392.9%
-350.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -2.5% |
| 7D | -10.7% | +4.4% | -15.2% | -13.9% |
| 30D | -5.3% | -8.9% | +3.6% | +1.0% |
| 3M | +2.4% | -12.7% | +15.1% | +12.1% |
| 6M | +5.7% | -16.2% | +21.9% | +16.8% |
| YTD | +56.8% | +13.4% | +43.4% | +30.0% |
| 1Y | +59.3% | +30.9% | +28.4% | +16.5% |
| 3Y | +49.0% | +60.2% | -11.2% | -13.2% |
| 5Y | +88.1% | +98.9% | -10.8% | -14.8% |
| 10Y | +42.5% | +381.4% | -338.9% | -56.9% |
| All | +42.5% | +392.9% | -350.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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