+6.8%
NOW vs OVV
+160.2%
-153.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.6% |
| 7D | -2.4% | +0.3% | -2.6% | -2.5% |
| 30D | +20.5% | +11.7% | +8.8% | +17.9% |
| 3M | +18.3% | +9.8% | +8.5% | +15.9% |
| 6M | +24.1% | +26.6% | -2.5% | +17.7% |
| YTD | -7.8% | +67.0% | -74.8% | -17.6% |
| 1Y | -21.4% | +55.9% | -77.3% | -29.1% |
| 3Y | +19.5% | +45.5% | -26.0% | +6.3% |
| All | +6.8% | +160.2% | -153.3% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling