+1,120.4%
RSP vs OVV
+130.2%
+990.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -2.3% |
| 7D | -1.4% | -14.9% | +13.5% | +1.6% |
| 30D | +2.1% | -0.9% | +3.1% | +2.1% |
| 3M | -0.9% | +5.6% | -6.5% | -2.5% |
| 6M | +7.5% | -2.5% | +10.0% | +7.1% |
| YTD | +14.6% | +57.8% | -43.3% | +2.8% |
| 1Y | +17.6% | +70.1% | -52.4% | +3.8% |
| 3Y | +60.8% | +35.1% | +25.7% | +45.2% |
| 5Y | +46.1% | +86.1% | -39.9% | +17.5% |
| 10Y | +221.4% | +55.5% | +165.9% | +103.8% |
| All | +1,120.4% | +130.2% | +990.2% | +604.0% |
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