+59.3%
OVV vs RVMD
+403.7%
-344.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -3.8% | -0.7% | -3.1% | -3.8% |
| 30D | +1.3% | +0.3% | +0.9% | +1.3% |
| 3M | +14.3% | +38.9% | -24.5% | +15.3% |
| 6M | +21.1% | +108.1% | -87.0% | +23.6% |
| YTD | +66.0% | +160.7% | -94.7% | +72.2% |
| 1Y | +59.3% | +407.3% | -348.0% | +78.5% |
| All | +59.3% | +403.7% | -344.4% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling