-16.0%
NOW vs OVV
+35.0%
-51.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.1% | -5.5% |
| 7D | -6.7% | -14.9% | +8.2% | -4.4% |
| 30D | -25.8% | -0.9% | -24.9% | -26.0% |
| 3M | -12.7% | +5.6% | -18.3% | -13.8% |
| 6M | +11.2% | -2.5% | +13.7% | +10.9% |
| YTD | -33.2% | +57.8% | -91.0% | -39.6% |
| 1Y | -41.8% | +70.1% | -111.9% | -48.4% |
| All | -16.0% | +35.0% | -51.0% | -21.5% |
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