+56.5%
OVV vs RSG
+418.8%
-362.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -3.8% | 0.0% | -3.8% | -3.8% |
| 30D | +1.3% | +3.7% | -2.4% | -1.2% |
| 3M | +14.3% | +6.2% | +8.2% | +9.5% |
| 6M | +21.1% | -2.8% | +23.9% | +22.5% |
| YTD | +66.0% | +5.9% | +60.1% | +58.2% |
| 1Y | +59.3% | -1.8% | +61.0% | +59.2% |
| 3Y | +47.6% | +57.5% | -9.9% | +1.1% |
| 5Y | +162.0% | +91.1% | +70.9% | +49.4% |
| 10Y | +56.5% | +428.1% | -371.6% | -43.5% |
| All | +56.5% | +418.8% | -362.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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