+175.6%
OVV vs RSG
+3,129.1%
-2,953.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +8.0% | +2.5% | +5.6% | +6.6% |
| 30D | -2.0% | +12.7% | -14.8% | -8.8% |
| 3M | +5.4% | +17.9% | -12.5% | -4.4% |
| 6M | +14.3% | +25.0% | -10.7% | -0.3% |
| YTD | +69.4% | +20.8% | +48.6% | +50.3% |
| 1Y | +72.4% | +24.3% | +48.1% | +50.3% |
| 3Y | +58.4% | +65.3% | -6.9% | +14.4% |
| 5Y | +106.1% | +99.1% | +7.1% | +31.8% |
| 10Y | +59.6% | +452.4% | -392.7% | -40.4% |
| All | +175.6% | +3,129.1% | -2,953.6% | -55.4% |
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