+6,134.1%
ROST vs OVV
+162.8%
+5,971.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.2% |
| 7D | +0.9% | +0.3% | +0.7% | +0.9% |
| 30D | -8.9% | +11.7% | -20.6% | -10.5% |
| 3M | -0.8% | +9.8% | -10.6% | -2.5% |
| 6M | +8.5% | +26.6% | -18.1% | +3.9% |
| YTD | +28.6% | +67.0% | -38.4% | +17.8% |
| 1Y | +52.3% | +55.9% | -3.6% | +40.7% |
| 3Y | +94.8% | +45.5% | +49.3% | +78.1% |
| 5Y | +110.8% | +157.3% | -46.6% | +69.6% |
| 10Y | +304.5% | +65.0% | +239.5% | +178.3% |
| All | +6,134.1% | +162.8% | +5,971.3% | +2,883.5% |
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