+1,299.8%
RTX vs OVV
+148.3%
+1,151.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.7% |
| 7D | -3.8% | -14.9% | +11.1% | -0.8% |
| 30D | +4.7% | -0.9% | +5.6% | +4.7% |
| 3M | -13.4% | +5.6% | -19.0% | -14.6% |
| 6M | +11.8% | -2.5% | +14.3% | +11.4% |
| YTD | +5.8% | +57.8% | -52.1% | -4.9% |
| 1Y | +11.9% | +70.1% | -58.2% | -1.1% |
| 3Y | +146.3% | +35.1% | +111.1% | +122.1% |
| 5Y | +134.3% | +86.1% | +48.2% | +89.2% |
| 10Y | +277.9% | +55.5% | +222.4% | +143.4% |
| All | +1,299.8% | +148.3% | +1,151.5% | +566.8% |
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