+48.2%
OVV vs RVTY
+206.3%
-158.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -1.7% |
| 7D | -16.7% | -1.2% | -15.5% | -16.4% |
| 30D | -1.5% | +1.0% | -2.5% | -2.2% |
| 3M | +1.6% | +35.8% | -34.3% | -10.5% |
| 6M | +2.0% | +56.7% | -54.7% | -16.0% |
| YTD | +56.8% | +60.7% | -3.9% | +25.0% |
| 1Y | +64.8% | +73.7% | -8.9% | +26.6% |
| 3Y | +38.3% | +82.8% | -44.5% | -1.3% |
| 5Y | +84.9% | -7.0% | +91.9% | +74.0% |
| All | +48.2% | +206.3% | -158.1% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling