+53.5%
RGTI vs OVV
+230.4%
-176.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.7% |
| 7D | -2.5% | +0.3% | -2.8% | -2.6% |
| 30D | -9.4% | +11.7% | -21.1% | -13.0% |
| 3M | -37.1% | +9.8% | -46.9% | -39.6% |
| 6M | -14.4% | +26.6% | -41.0% | -23.1% |
| YTD | -31.4% | +67.0% | -98.4% | -44.4% |
| 1Y | +0.5% | +55.9% | -55.4% | -16.9% |
| 3Y | +726.1% | +45.5% | +680.6% | +570.8% |
| 5Y | +56.2% | +157.3% | -101.1% | +23.3% |
| All | +53.5% | +230.4% | -176.9% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling