+1,144.0%
NI vs OVV
+162.8%
+981.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | +2.0% | +0.3% | +1.8% | +2.0% |
| 30D | -3.5% | +11.7% | -15.3% | -4.9% |
| 3M | -9.1% | +9.8% | -18.9% | -10.3% |
| 6M | -11.8% | +26.6% | -38.4% | -14.7% |
| YTD | +1.1% | +67.0% | -65.9% | -5.5% |
| 1Y | +6.7% | +55.9% | -49.2% | +0.3% |
| 3Y | +71.1% | +45.5% | +25.6% | +59.6% |
| 5Y | +94.3% | +157.3% | -63.0% | +63.2% |
| 10Y | +135.8% | +65.0% | +70.8% | +73.3% |
| All | +1,144.0% | +162.8% | +981.2% | +555.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling