+58.4%
OVV vs RMD
+278.3%
-219.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.6% |
| 7D | +0.3% | -5.0% | +5.2% | +2.0% |
| 30D | +11.7% | +2.2% | +9.5% | +10.7% |
| 3M | +9.8% | +17.8% | -8.1% | +2.8% |
| 6M | +26.6% | -11.3% | +37.9% | +30.4% |
| YTD | +67.0% | -4.4% | +71.4% | +67.2% |
| 1Y | +55.9% | -15.7% | +71.6% | +63.1% |
| 3Y | +45.5% | +47.7% | -2.2% | +16.6% |
| 5Y | +157.3% | -19.2% | +176.6% | +160.8% |
| All | +58.4% | +278.3% | -219.9% | +4.2% |
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