+238.6%
RDW vs OVV
+51.8%
+186.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +4.8% | -2.9% | +7.7% | +6.0% |
| 30D | -19.5% | +0.9% | -20.4% | -20.0% |
| 3M | -26.9% | +11.0% | -37.9% | -31.2% |
| 6M | +17.8% | +22.3% | -4.5% | +2.6% |
| YTD | +43.0% | +65.1% | -22.0% | +6.4% |
| 1Y | +32.1% | +53.1% | -21.0% | +1.3% |
| All | +238.6% | +51.8% | +186.9% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 3y: compounded portfolio wealth divided by compounded OVV 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…
3y analysis · Full analysis span regression · 6 months rolling