+136.1%
NI vs OVV
+54.2%
+82.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.3% |
| 7D | +2.3% | -3.7% | +6.0% | +2.6% |
| 30D | -1.7% | +8.0% | -9.7% | -2.2% |
| 3M | -8.0% | +11.3% | -19.3% | -8.7% |
| 6M | -8.6% | +24.0% | -32.6% | -10.2% |
| YTD | +2.3% | +65.3% | -63.0% | -1.4% |
| 1Y | +6.9% | +60.2% | -53.2% | +3.1% |
| 3Y | +70.6% | +46.9% | +23.6% | +63.9% |
| 5Y | +96.4% | +158.7% | -62.3% | +79.5% |
| 10Y | +136.1% | +50.8% | +85.3% | +78.9% |
| All | +136.1% | +54.2% | +82.0% | +78.9% |
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