+54.8%
OVV vs RVTY
+216.9%
-162.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.5% |
| 7D | +6.5% | +4.1% | +2.4% | +4.9% |
| 30D | -2.7% | +1.3% | -4.0% | -3.5% |
| 3M | +3.1% | +33.3% | -30.1% | -8.5% |
| 6M | +12.8% | +58.3% | -45.5% | -7.4% |
| YTD | +68.1% | +62.7% | +5.4% | +33.3% |
| 1Y | +73.6% | +67.2% | +6.4% | +35.6% |
| 3Y | +57.6% | +87.3% | -29.7% | +11.2% |
| 5Y | +104.5% | -13.4% | +118.0% | +101.3% |
| All | +54.8% | +216.9% | -162.1% | -24.9% |
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