+211.0%
RSP vs OVV
+58.9%
+152.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.4% | +8.0% | -5.7% | +1.1% |
| 30D | +4.3% | -2.0% | +6.3% | +4.4% |
| 3M | -0.3% | +5.4% | -5.8% | -1.5% |
| 6M | +9.8% | +14.3% | -4.4% | +6.8% |
| YTD | +16.8% | +69.4% | -52.6% | +6.0% |
| 1Y | +19.5% | +72.4% | -52.9% | +8.0% |
| 3Y | +65.1% | +58.4% | +6.8% | +48.6% |
| 5Y | +48.7% | +106.1% | -57.4% | +24.0% |
| All | +211.0% | +58.9% | +152.1% | +109.7% |
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