+141.1%
XRT vs OVV
+51.8%
+89.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.6% |
| 7D | -1.4% | +1.2% | -2.7% | -1.6% |
| 30D | +9.8% | -2.5% | +12.3% | +10.0% |
| 3M | +3.3% | +0.5% | +2.8% | +2.8% |
| 6M | +13.6% | +8.5% | +5.1% | +11.2% |
| YTD | +9.1% | +64.5% | -55.4% | -1.1% |
| 1Y | +15.1% | +64.7% | -49.6% | +4.2% |
| 3Y | +59.9% | +54.1% | +5.8% | +43.9% |
| 5Y | -1.7% | +95.4% | -97.2% | -17.5% |
| 10Y | +141.1% | +54.9% | +86.2% | +75.2% |
| All | +141.1% | +51.8% | +89.3% | +75.2% |
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