+45.1%
OVV vs RY
+354.4%
-309.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.0% |
| 7D | -7.3% | -0.6% | -6.7% | -6.9% |
| 30D | -3.6% | +6.1% | -9.7% | -11.3% |
| 3M | -2.6% | -3.4% | +0.7% | +0.2% |
| 6M | +7.6% | +12.8% | -5.2% | -11.4% |
| YTD | +59.6% | +21.0% | +38.6% | +16.9% |
| 1Y | +62.2% | +40.5% | +21.8% | -4.2% |
| 3Y | +49.6% | +159.9% | -110.3% | -66.0% |
| 5Y | +98.9% | +125.0% | -26.0% | -43.7% |
| 10Y | +45.1% | +350.6% | -305.4% | -68.7% |
| All | +45.1% | +354.4% | -309.2% | -68.7% |
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