+1,263.4%
NI vs OVV
+146.6%
+1,116.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +0.4% | -10.7% | +11.2% | +1.8% |
| 30D | +11.3% | -5.3% | +16.6% | +11.9% |
| 3M | +6.5% | +2.4% | +4.1% | +5.9% |
| 6M | -2.3% | +5.7% | -7.9% | -3.3% |
| YTD | +10.8% | +56.8% | -46.0% | +4.2% |
| 1Y | +6.2% | +59.3% | -53.0% | -0.4% |
| 3Y | +98.7% | +49.0% | +49.7% | +84.7% |
| 5Y | +111.3% | +88.1% | +23.2% | +84.6% |
| 10Y | +178.1% | +42.5% | +135.5% | +110.0% |
| All | +1,263.4% | +146.6% | +1,116.8% | +622.3% |
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