+521.8%
NOW vs OVV
+51.8%
+470.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.0% | +0.1% | +2.8% |
| 7D | -5.6% | +1.2% | -6.8% | -5.7% |
| 30D | -26.8% | -2.5% | -24.2% | -26.6% |
| 3M | -19.4% | +0.5% | -19.9% | -19.7% |
| 6M | +12.3% | +8.5% | +3.8% | +10.7% |
| YTD | -32.9% | +64.5% | -97.4% | -37.7% |
| 1Y | -40.3% | +64.7% | -105.0% | -44.6% |
| 3Y | -19.1% | +54.1% | -73.2% | -25.3% |
| 5Y | -24.4% | +95.4% | -119.8% | -33.3% |
| 10Y | +521.8% | +54.9% | +466.9% | +365.8% |
| All | +521.8% | +51.8% | +470.0% | +365.8% |
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