+58.4%
OVV vs RIO
+51.7%
+6.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +8.0% | -0.9% | +9.0% | +8.2% |
| 30D | -2.0% | -9.1% | +7.1% | 0.0% |
| 3M | +5.4% | -13.7% | +19.1% | +8.7% |
| 6M | +14.3% | -24.3% | +38.6% | +21.8% |
| YTD | +69.4% | +8.9% | +60.5% | +55.3% |
| 1Y | +72.4% | +22.7% | +49.7% | +49.4% |
| 3Y | +58.4% | +51.2% | +7.2% | +22.6% |
| All | +58.4% | +51.7% | +6.7% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling