+245.4%
NEE vs OVV
+54.2%
+191.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +1.1% | -3.7% | +4.8% | +1.3% |
| 30D | -0.2% | +8.0% | -8.2% | -0.6% |
| 3M | +0.5% | +11.3% | -10.7% | -0.1% |
| 6M | -6.5% | +24.0% | -30.5% | -7.7% |
| YTD | +6.7% | +65.3% | -58.6% | +3.7% |
| 1Y | +23.6% | +60.2% | -36.6% | +20.2% |
| 3Y | +37.1% | +46.9% | -9.8% | +32.9% |
| 5Y | +10.9% | +158.7% | -147.8% | +4.5% |
| 10Y | +245.4% | +50.8% | +194.5% | +176.5% |
| All | +245.4% | +54.2% | +191.2% | +176.5% |
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