+171.6%
OVV vs RSG
+2,733.4%
-2,561.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.1% |
| 7D | +0.3% | +0.3% | 0.0% | +0.1% |
| 30D | +11.7% | +7.6% | +4.2% | +7.0% |
| 3M | +9.8% | +7.4% | +2.4% | +4.8% |
| 6M | +26.6% | -3.3% | +29.8% | +28.1% |
| YTD | +67.0% | +6.0% | +61.0% | +60.2% |
| 1Y | +55.9% | -3.7% | +59.6% | +57.6% |
| 3Y | +45.5% | +59.1% | -13.6% | +7.4% |
| 5Y | +157.3% | +89.0% | +68.3% | +69.1% |
| 10Y | +65.0% | +412.5% | -347.5% | -35.4% |
| All | +171.6% | +2,733.4% | -2,561.8% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling