+158.3%
OVV vs RIO
+93.6%
+64.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -2.0% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | +11.7% | +4.0% | +7.8% | +9.2% |
| 3M | +9.8% | +0.1% | +9.7% | +8.9% |
| 6M | +26.6% | +12.7% | +13.8% | +14.3% |
| YTD | +67.0% | +35.6% | +31.5% | +32.5% |
| 1Y | +55.9% | +73.7% | -17.8% | +3.8% |
| 3Y | +45.5% | +93.3% | -47.8% | -14.0% |
| All | +158.3% | +93.6% | +64.7% | +47.6% |
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