+1,235.9%
NI vs OVV
+146.7%
+1,089.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -0.9% | -16.7% | +15.7% | +1.1% |
| 30D | +9.6% | -1.5% | +11.1% | +9.7% |
| 3M | +2.5% | +1.6% | +0.9% | +2.0% |
| 6M | -5.8% | +2.0% | -7.9% | -6.4% |
| YTD | +8.6% | +56.8% | -48.2% | +2.1% |
| 1Y | +6.0% | +64.8% | -58.9% | -1.0% |
| 3Y | +91.0% | +38.3% | +52.8% | +79.2% |
| 5Y | +104.8% | +84.9% | +19.9% | +79.3% |
| 10Y | +176.7% | +54.5% | +122.2% | +105.7% |
| All | +1,235.9% | +146.7% | +1,089.2% | +607.6% |
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