+60.2%
OVV vs RIO
+70.7%
-10.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.0% |
| 7D | -3.7% | +1.9% | -5.7% | -3.7% |
| 30D | +8.0% | +5.0% | +3.0% | +8.2% |
| 3M | +11.3% | +5.1% | +6.1% | +11.7% |
| 6M | +24.0% | +17.6% | +6.4% | +22.9% |
| YTD | +65.3% | +36.3% | +29.0% | +58.7% |
| 1Y | +60.2% | +71.2% | -11.0% | +50.6% |
| All | +60.2% | +70.7% | -10.5% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling