+140.9%
ROP vs OVV
+61.5%
+79.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.8% | -3.4% |
| 7D | -4.4% | +0.3% | -4.7% | -4.5% |
| 30D | +3.2% | +11.7% | -8.5% | +1.9% |
| 3M | +23.1% | +9.8% | +13.3% | +21.5% |
| 6M | +13.3% | +26.6% | -13.3% | +9.9% |
| YTD | -7.9% | +67.0% | -74.9% | -13.5% |
| 1Y | -22.1% | +55.9% | -78.0% | -26.4% |
| 3Y | -16.8% | +45.5% | -62.3% | -22.0% |
| 5Y | -13.5% | +157.3% | -170.9% | -26.6% |
| All | +140.9% | +61.5% | +79.4% | +68.9% |
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