+42.5%
OVV vs RRC
+63.1%
-20.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -10.7% | -10.3% | -0.4% | -5.1% |
| 30D | -5.3% | +19.5% | -24.8% | -15.6% |
| 3M | +2.4% | +27.9% | -25.5% | -12.2% |
| 6M | +5.7% | +21.2% | -15.5% | -6.5% |
| YTD | +56.8% | +39.6% | +17.2% | +27.8% |
| 1Y | +59.3% | +31.3% | +28.0% | +34.4% |
| 3Y | +49.0% | +51.9% | -3.0% | +14.8% |
| 5Y | +88.1% | +110.2% | -22.0% | +17.5% |
| 10Y | +42.5% | +56.7% | -14.1% | -20.2% |
| All | +42.5% | +63.1% | -20.5% | -20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling