+74.6%
NSC vs OVV
+45.7%
+28.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.8% |
| 7D | -5.5% | +0.3% | -5.8% | -5.6% |
| 30D | -3.2% | +11.7% | -14.9% | -5.2% |
| 3M | +7.7% | +9.8% | -2.1% | +5.5% |
| 6M | +4.5% | +26.6% | -22.0% | -1.1% |
| YTD | +15.6% | +67.0% | -51.5% | +2.6% |
| 1Y | +19.8% | +55.9% | -36.1% | +7.6% |
| All | +74.6% | +45.7% | +28.9% | +53.7% |
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