+268.6%
RTX vs OVV
+46.5%
+222.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.7% |
| 7D | -1.7% | -7.3% | +5.5% | -0.4% |
| 30D | +7.7% | -3.6% | +11.3% | +8.3% |
| 3M | -10.3% | -2.6% | -7.7% | -10.2% |
| 6M | +14.6% | +7.6% | +7.0% | +12.2% |
| YTD | +10.4% | +59.6% | -49.2% | -0.1% |
| 1Y | +13.5% | +62.2% | -48.7% | +2.2% |
| 3Y | +158.6% | +49.6% | +109.0% | +130.9% |
| 5Y | +147.3% | +98.9% | +48.3% | +101.0% |
| 10Y | +268.6% | +45.1% | +223.5% | +136.4% |
| All | +268.6% | +46.5% | +222.1% | +136.4% |
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 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