+155.0%
OVV vs RIO
+1,529.7%
-1,374.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -16.7% | +2.2% | -18.9% | -17.8% |
| 30D | -1.5% | -10.1% | +8.6% | +3.9% |
| 3M | +1.6% | -14.1% | +15.7% | +9.3% |
| 6M | +2.0% | -18.9% | +20.9% | +11.7% |
| YTD | +56.8% | +9.9% | +46.9% | +42.5% |
| 1Y | +64.8% | +27.0% | +37.9% | +38.1% |
| 3Y | +38.3% | +50.1% | -11.8% | +3.6% |
| 5Y | +84.9% | +95.3% | -10.4% | +20.2% |
| 10Y | +54.5% | +425.9% | -371.4% | -30.1% |
| All | +155.0% | +1,529.7% | -1,374.7% | -40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling