+88.1%
OVV vs RVMD
+508.4%
-420.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.4% |
| 7D | -10.7% | +6.4% | -17.1% | -11.4% |
| 30D | -5.3% | +5.5% | -10.8% | -5.9% |
| 3M | +2.4% | -2.4% | +4.8% | +2.4% |
| 6M | +5.7% | +41.1% | -35.5% | +1.7% |
| YTD | +56.8% | +151.3% | -94.5% | +39.2% |
| 1Y | +59.3% | +228.1% | -168.8% | +36.8% |
| 3Y | +49.0% | +899.8% | -850.8% | +10.0% |
| 5Y | +88.1% | +514.0% | -425.8% | +65.6% |
| All | +88.1% | +508.4% | -420.2% | +65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling