+55.9%
OVV vs RRX
+14.9%
+41.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +0.3% | +3.4% | -3.2% | +0.3% |
| 30D | +11.7% | -11.1% | +22.9% | +11.6% |
| 3M | +9.8% | -23.7% | +33.5% | +10.0% |
| 6M | +26.6% | -22.0% | +48.6% | +28.2% |
| YTD | +67.0% | +16.5% | +50.5% | +58.7% |
| 1Y | +55.9% | +11.5% | +44.4% | +49.0% |
| All | +55.9% | +14.9% | +41.0% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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