+220.7%
ROL vs OVV
+58.9%
+161.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | +3.0% | +8.0% | -5.1% | +2.6% |
| 30D | +19.8% | -2.0% | +21.8% | +19.8% |
| 3M | +7.9% | +5.4% | +2.5% | +7.5% |
| 6M | -25.6% | +14.3% | -39.9% | -26.3% |
| YTD | -34.1% | +69.4% | -103.6% | -36.2% |
| 1Y | -31.4% | +72.4% | -103.8% | -33.6% |
| 3Y | +4.7% | +58.4% | -53.7% | +0.8% |
| 5Y | +15.6% | +106.1% | -90.5% | +8.3% |
| All | +220.7% | +58.9% | +161.9% | +186.7% |
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