+305.2%
ROST vs OVV
+48.9%
+256.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | +1.2% | -16.7% | +17.9% | +3.9% |
| 30D | +2.5% | -1.5% | +4.0% | +2.5% |
| 3M | -9.0% | +1.6% | -10.5% | -9.5% |
| 6M | +1.3% | +2.0% | -0.7% | +0.3% |
| YTD | +29.1% | +56.8% | -27.8% | +18.8% |
| 1Y | +45.4% | +64.8% | -19.4% | +32.7% |
| 3Y | +94.9% | +38.3% | +56.6% | +78.9% |
| 5Y | +104.0% | +84.9% | +19.1% | +71.5% |
| All | +305.2% | +48.9% | +256.3% | +174.1% |
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 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