+207.1%
RSP vs OVV
+61.5%
+145.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.2% |
| 7D | -0.8% | +0.3% | -1.0% | -0.8% |
| 30D | -0.3% | +11.7% | -12.1% | -2.1% |
| 3M | +4.3% | +9.8% | -5.5% | +2.4% |
| 6M | +8.8% | +26.6% | -17.7% | +4.1% |
| YTD | +15.3% | +67.0% | -51.8% | +5.2% |
| 1Y | +18.3% | +55.9% | -37.6% | +8.8% |
| 3Y | +52.8% | +45.5% | +7.3% | +39.5% |
| 5Y | +51.7% | +157.3% | -105.6% | +22.4% |
| All | +207.1% | +61.5% | +145.5% | +104.6% |
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