+53.0%
OVV vs RVMD
+549.6%
-496.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -3.8% | -0.7% | -3.1% | -3.7% |
| 30D | +1.3% | +0.3% | +0.9% | +1.2% |
| 3M | +14.3% | +38.9% | -24.5% | +11.2% |
| 6M | +21.1% | +108.1% | -87.0% | +12.8% |
| YTD | +66.0% | +160.7% | -94.7% | +49.4% |
| 1Y | +59.3% | +407.3% | -348.0% | +30.4% |
| All | +53.0% | +549.6% | -496.7% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling