+216.0%
ROL vs OVV
+50.1%
+165.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -2.1% |
| 7D | +9.5% | -16.7% | +26.2% | +10.4% |
| 30D | +22.9% | -1.5% | +24.4% | +22.9% |
| 3M | +3.5% | +1.6% | +2.0% | +3.3% |
| 6M | -29.4% | +2.0% | -31.4% | -29.6% |
| YTD | -36.1% | +56.8% | -92.9% | -37.8% |
| 1Y | -34.4% | +64.8% | -99.2% | -36.4% |
| 3Y | +4.0% | +38.3% | -34.3% | +0.9% |
| 5Y | +13.2% | +84.9% | -71.7% | +6.6% |
| All | +216.0% | +50.1% | +165.9% | +183.4% |
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