-9.2%
RGTI vs OVV
+55.2%
-64.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.5% |
| 7D | -0.1% | -2.9% | +2.8% | -0.1% |
| 30D | -16.2% | +0.9% | -17.1% | -16.2% |
| 3M | -22.0% | +11.0% | -33.1% | -22.9% |
| 6M | -10.8% | +22.3% | -33.1% | -16.8% |
| YTD | -31.6% | +65.1% | -96.6% | -43.9% |
| All | -9.2% | +55.2% | -64.3% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling