+58.4%
OVV vs RMD
+69.3%
-11.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +8.0% | +2.1% | +6.0% | +7.8% |
| 30D | -2.0% | +2.1% | -4.1% | -2.4% |
| 3M | +5.4% | +6.2% | -0.8% | +4.5% |
| 6M | +14.3% | +19.4% | -5.1% | +11.6% |
| YTD | +69.4% | +0.5% | +68.9% | +69.8% |
| 1Y | +72.4% | -3.9% | +76.3% | +73.9% |
| 3Y | +58.4% | +72.5% | -14.2% | +50.3% |
| All | +58.4% | +69.3% | -11.0% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling