+52.7%
ROST vs OVV
+57.1%
-4.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | 0.0% | -3.7% | +3.8% | -0.1% |
| 30D | -10.2% | +8.0% | -18.1% | -9.9% |
| 3M | +1.0% | +11.3% | -10.2% | +1.4% |
| 6M | +8.7% | +24.0% | -15.3% | +8.3% |
| YTD | +27.8% | +65.3% | -37.5% | +24.0% |
| 1Y | +52.7% | +60.2% | -7.5% | +47.4% |
| All | +52.7% | +57.1% | -4.5% | +47.4% |
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