+72.0%
OVV vs RRC
+44.7%
+27.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -3.7% |
| 7D | -12.1% | -6.8% | -5.3% | -8.7% |
| 30D | +2.9% | +34.7% | -31.9% | -16.7% |
| 3M | +3.7% | +31.5% | -27.8% | -14.6% |
| 6M | +0.6% | +21.8% | -21.2% | -12.4% |
| YTD | +62.5% | +48.9% | +13.6% | +25.2% |
| 1Y | +72.0% | +42.1% | +29.9% | +35.8% |
| All | +72.0% | +44.7% | +27.3% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling