+42.5%
OVV vs RMD
+360.8%
-318.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -10.7% | +1.2% | -11.9% | -11.2% |
| 30D | -5.3% | +2.5% | -7.8% | -6.6% |
| 3M | +2.4% | +11.5% | -9.2% | -2.0% |
| 6M | +5.7% | +14.7% | -9.0% | -0.9% |
| YTD | +56.8% | -1.3% | +58.1% | +54.4% |
| 1Y | +59.3% | -5.3% | +64.5% | +59.1% |
| 3Y | +49.0% | +68.8% | -19.8% | +13.0% |
| 5Y | +88.1% | -5.9% | +94.0% | +78.4% |
| 10Y | +42.5% | +348.7% | -306.1% | -3.1% |
| All | +42.5% | +360.8% | -318.2% | -3.1% |
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