+162.0%
OVV vs RRX
+16.5%
+145.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +1.2% |
| 7D | -3.8% | -0.7% | -3.1% | -3.6% |
| 30D | +1.3% | -8.0% | +9.2% | +3.9% |
| 3M | +14.3% | -25.1% | +39.4% | +23.1% |
| 6M | +21.1% | -18.3% | +39.4% | +23.1% |
| YTD | +66.0% | +14.2% | +51.9% | +43.9% |
| 1Y | +59.3% | +13.0% | +46.2% | +37.2% |
| 3Y | +47.6% | +4.2% | +43.4% | +25.6% |
| 5Y | +162.0% | +17.9% | +144.1% | +99.9% |
| All | +162.0% | +16.5% | +145.4% | +99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling