+106.0%
OVV vs RIO
+90.3%
+15.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +8.0% | -0.9% | +9.0% | +8.4% |
| 30D | -2.0% | -9.1% | +7.1% | +2.4% |
| 3M | +5.4% | -13.7% | +19.1% | +12.7% |
| 6M | +14.3% | -24.3% | +38.6% | +29.9% |
| YTD | +69.4% | +8.9% | +60.5% | +49.9% |
| 1Y | +72.4% | +22.7% | +49.7% | +40.5% |
| 3Y | +58.4% | +51.2% | +7.2% | +7.3% |
| All | +106.0% | +90.3% | +15.7% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling