+72.0%
OVV vs RY
+46.4%
+25.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.0% | -8.7% | -4.2% |
| 7D | -12.1% | +2.5% | -14.6% | -11.0% |
| 30D | +2.9% | +8.4% | -5.6% | +6.7% |
| 3M | +3.7% | +1.2% | +2.5% | +4.4% |
| 6M | +0.6% | +19.4% | -18.7% | +9.0% |
| YTD | +62.5% | +25.4% | +37.0% | +81.8% |
| 1Y | +72.0% | +46.7% | +25.3% | +97.3% |
| All | +72.0% | +46.4% | +25.6% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling