+69.5%
NI vs OVV
+49.8%
+19.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | +2.0% | +0.3% | +1.8% | +2.0% |
| 30D | -3.5% | +11.7% | -15.3% | -4.4% |
| 3M | -9.1% | +9.8% | -18.9% | -9.9% |
| 6M | -11.8% | +26.6% | -38.4% | -13.9% |
| YTD | +1.1% | +67.0% | -65.9% | -4.1% |
| 1Y | +6.7% | +55.9% | -49.2% | +1.8% |
| All | +69.5% | +49.8% | +19.7% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling