+1,381.0%
NET vs OVV
+224.6%
+1,156.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.6% | +3.0% | -1.7% |
| 7D | -16.4% | -12.1% | -4.2% | -14.8% |
| 30D | -25.8% | +2.9% | -28.7% | -26.2% |
| 3M | -11.5% | +3.7% | -15.2% | -12.2% |
| 6M | +18.9% | +0.6% | +18.3% | +18.3% |
| YTD | +35.2% | +62.5% | -27.2% | +24.9% |
| 1Y | +14.5% | +72.0% | -57.6% | +4.7% |
| 3Y | +313.8% | +39.1% | +274.7% | +284.8% |
| 5Y | +32.6% | +98.5% | -65.9% | +19.8% |
| All | +1,381.0% | +224.6% | +1,156.4% | +1,240.1% |
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