-34.7%
ROL vs OVV
+75.2%
-109.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.6% | +8.4% | +2.5% |
| 7D | +14.6% | -12.1% | +26.7% | +14.0% |
| 30D | +29.3% | +2.9% | +26.4% | +28.6% |
| 3M | +2.0% | +3.7% | -1.7% | +1.5% |
| 6M | -28.5% | +0.6% | -29.2% | -28.9% |
| YTD | -35.3% | +62.5% | -97.8% | -38.3% |
| 1Y | -34.7% | +72.0% | -106.7% | -37.3% |
| All | -34.7% | +75.2% | -109.9% | -37.3% |
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 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