+58.4%
OVV vs RY
+371.9%
-313.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -0.8% |
| 7D | +0.3% | +3.1% | -2.9% | -3.8% |
| 30D | +11.7% | -0.3% | +12.1% | +11.6% |
| 3M | +9.8% | +8.7% | +1.1% | -3.4% |
| 6M | +26.6% | +28.5% | -2.0% | -13.2% |
| YTD | +67.0% | +25.1% | +41.9% | +18.3% |
| 1Y | +55.9% | +46.3% | +9.6% | -12.1% |
| 3Y | +45.5% | +154.9% | -109.4% | -65.7% |
| 5Y | +157.3% | +140.3% | +17.1% | -33.2% |
| All | +58.4% | +371.9% | -313.5% | -74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling