+650.7%
RGTI vs OVV
+52.7%
+598.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +2.5% | -3.8% | +6.3% | +3.6% |
| 30D | -13.7% | +1.3% | -14.9% | -14.1% |
| 3M | -22.6% | +14.3% | -36.9% | -26.5% |
| 6M | -13.4% | +21.1% | -34.5% | -20.7% |
| YTD | -31.2% | +66.0% | -97.2% | -44.6% |
| 1Y | -7.6% | +59.3% | -66.9% | -24.8% |
| All | +650.7% | +52.7% | +598.1% | +483.0% |
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