+155.0%
OVV vs RRC
+1,497.8%
-1,342.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +1.0% |
| 7D | -16.7% | -10.8% | -5.8% | -11.0% |
| 30D | -1.5% | +22.3% | -23.8% | -13.5% |
| 3M | +1.6% | +26.6% | -25.0% | -12.5% |
| 6M | +2.0% | +18.9% | -16.9% | -8.9% |
| YTD | +56.8% | +39.2% | +17.6% | +27.7% |
| 1Y | +64.8% | +34.0% | +30.9% | +37.2% |
| 3Y | +38.3% | +42.0% | -3.7% | +10.1% |
| 5Y | +84.9% | +111.9% | -27.0% | +12.9% |
| 10Y | +54.5% | +62.8% | -8.3% | -10.5% |
| All | +155.0% | +1,497.8% | -1,342.8% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling