-33.2%
ROL vs OVV
+65.7%
-98.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | +0.3% |
| 7D | +0.8% | +1.2% | -0.5% | +0.8% |
| 30D | +20.6% | -2.5% | +23.1% | +20.1% |
| 3M | +4.5% | +0.5% | +4.0% | +4.0% |
| 6M | -26.5% | +8.5% | -35.0% | -27.1% |
| YTD | -34.8% | +64.5% | -99.3% | -38.3% |
| 1Y | -33.2% | +64.7% | -97.9% | -37.1% |
| All | -33.2% | +65.7% | -98.9% | -37.1% |
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