+2,293.9%
ROP vs OVV
+146.7%
+2,147.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | +2.1% | -16.7% | +18.8% | +5.4% |
| 30D | +32.9% | -1.5% | +34.4% | +33.0% |
| 3M | +20.0% | +1.6% | +18.5% | +19.3% |
| 6M | +36.4% | +2.0% | +34.4% | +35.0% |
| YTD | +7.8% | +56.8% | -49.0% | -1.9% |
| 1Y | +8.0% | +64.8% | -56.9% | -2.9% |
| 3Y | -3.5% | +38.3% | -41.8% | -12.6% |
| 5Y | +1.5% | +84.9% | -83.4% | -18.0% |
| 10Y | +198.5% | +54.5% | +143.9% | +87.0% |
| All | +2,293.9% | +146.7% | +2,147.2% | +1,066.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling