+54.9%
OVV vs RRX
+222.4%
-167.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.2% |
| 7D | +1.2% | +5.4% | -4.2% | -2.0% |
| 30D | -2.5% | +12.0% | -14.5% | -10.0% |
| 3M | +0.5% | +6.1% | -5.6% | -5.0% |
| 6M | +8.5% | -13.2% | +21.7% | +9.7% |
| YTD | +64.5% | +31.0% | +33.5% | +18.5% |
| 1Y | +64.7% | +38.8% | +25.9% | +12.9% |
| 3Y | +54.1% | +70.3% | -16.1% | -20.6% |
| 5Y | +95.4% | +15.5% | +79.9% | +26.8% |
| 10Y | +54.9% | +213.7% | -158.7% | -55.8% |
| All | +54.9% | +222.4% | -167.5% | -55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling