+374.4%
OVV vs RVMD
+540.6%
-166.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.4% | +9.4% | +4.0% |
| 7D | +1.2% | -9.5% | +10.7% | +2.6% |
| 30D | -2.5% | -6.8% | +4.3% | -1.9% |
| 3M | +0.5% | -12.1% | +12.6% | +2.0% |
| 6M | +8.5% | +25.4% | -16.9% | +3.5% |
| YTD | +64.5% | +126.9% | -62.4% | +37.3% |
| 1Y | +64.7% | +182.0% | -117.3% | +31.8% |
| 3Y | +54.1% | +816.8% | -762.6% | -4.9% |
| 5Y | +95.4% | +464.0% | -368.6% | +20.3% |
| All | +374.4% | +540.6% | -166.2% | +104.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling