+171.6%
OVV vs RIO
+1,910.0%
-1,738.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.6% |
| 6M | +26.6% | +12.7% | +13.8% | +15.1% |
| YTD | +67.0% | +35.6% | +31.5% | +36.5% |
| 1Y | +55.9% | +73.7% | -17.8% | +10.5% |
| 3Y | +45.5% | +93.3% | -47.8% | -4.7% |
| 5Y | +157.3% | +92.4% | +64.9% | +69.6% |
| 10Y | +65.0% | +606.9% | -541.9% | -35.7% |
| All | +171.6% | +1,910.0% | -1,738.4% | -42.8% |
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