+24.4%
NSC vs OVV
+84.0%
-59.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | -6.6% | -16.7% | +10.0% | -3.6% |
| 30D | +2.2% | -1.5% | +3.6% | +2.2% |
| 3M | -6.2% | +1.6% | -7.8% | -6.9% |
| 6M | +1.7% | +2.0% | -0.3% | +0.6% |
| YTD | +12.2% | +56.8% | -44.6% | +1.3% |
| 1Y | +15.4% | +64.8% | -49.4% | +3.0% |
| 3Y | +73.3% | +38.3% | +35.1% | +56.3% |
| All | +24.4% | +84.0% | -59.7% | +5.0% |
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