+83.5%
OVV vs RMD
-5.3%
+88.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | -0.3% |
| 7D | -16.7% | +2.3% | -19.0% | -17.2% |
| 30D | -1.5% | +4.1% | -5.6% | -2.8% |
| 3M | +1.6% | +5.7% | -4.1% | -0.2% |
| 6M | +2.0% | +12.9% | -10.9% | -1.9% |
| YTD | +56.8% | -1.5% | +58.3% | +56.0% |
| 1Y | +64.8% | -4.8% | +69.6% | +65.4% |
| 3Y | +38.3% | +57.5% | -19.2% | +13.9% |
| All | +83.5% | -5.3% | +88.8% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling