+54.9%
OVV vs RMD
+349.2%
-294.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +2.4% |
| 7D | +1.2% | -0.8% | +2.1% | +1.5% |
| 30D | -2.5% | +1.7% | -4.2% | -3.6% |
| 3M | +0.5% | +6.4% | -5.9% | -2.3% |
| 6M | +8.5% | +20.7% | -12.2% | 0.0% |
| YTD | +64.5% | -0.2% | +64.6% | +61.4% |
| 1Y | +64.7% | -4.5% | +69.2% | +64.1% |
| 3Y | +54.1% | +70.5% | -16.4% | +16.5% |
| 5Y | +95.4% | -1.6% | +97.0% | +82.1% |
| 10Y | +54.9% | +342.7% | -287.7% | +1.2% |
| All | +54.9% | +349.2% | -294.3% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling