+53.1%
RGTI vs OVV
+226.5%
-173.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | -0.1% | -2.9% | +2.8% | +0.8% |
| 30D | -16.2% | +0.9% | -17.1% | -16.6% |
| 3M | -22.0% | +11.0% | -33.1% | -25.7% |
| 6M | -10.8% | +22.3% | -33.1% | -18.8% |
| YTD | -31.6% | +65.1% | -96.6% | -44.4% |
| 1Y | -6.4% | +53.1% | -59.5% | -22.1% |
| 3Y | +665.7% | +46.7% | +618.9% | +519.8% |
| 5Y | +55.6% | +155.5% | -99.8% | +23.3% |
| All | +53.1% | +226.5% | -173.4% | +21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling