+98.9%
OVV vs RRX
+13.9%
+85.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -7.3% | 0.0% | -7.3% | -7.4% |
| 30D | -3.6% | +9.0% | -12.6% | -6.8% |
| 3M | -2.6% | +4.0% | -6.6% | -4.7% |
| 6M | +7.6% | -15.7% | +23.3% | +10.2% |
| YTD | +59.6% | +29.0% | +30.6% | +31.8% |
| 1Y | +62.2% | +35.2% | +27.0% | +30.3% |
| 3Y | +49.6% | +67.7% | -18.1% | +1.0% |
| 5Y | +98.9% | +14.9% | +84.0% | +50.4% |
| All | +98.9% | +13.9% | +85.0% | +50.4% |
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