+180.7%
ROP vs OVV
+46.5%
+134.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.4% |
| 7D | +0.2% | -7.3% | +7.5% | +1.0% |
| 30D | +30.3% | -3.6% | +33.9% | +30.7% |
| 3M | +17.8% | -2.6% | +20.4% | +17.9% |
| 6M | +38.9% | +7.6% | +31.3% | +37.2% |
| YTD | +7.6% | +59.6% | -52.0% | +1.4% |
| 1Y | +6.5% | +62.2% | -55.7% | +0.1% |
| 3Y | -6.3% | +49.6% | -55.9% | -12.5% |
| 5Y | +0.9% | +98.9% | -98.0% | -11.6% |
| 10Y | +180.7% | +45.1% | +135.6% | +100.0% |
| All | +180.7% | +46.5% | +134.2% | +100.0% |
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