+2,303.8%
NSC vs OVV
+148.3%
+2,155.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.5% | -3.7% |
| 7D | -3.8% | -14.9% | +11.1% | -0.4% |
| 30D | +4.1% | -0.9% | +5.0% | +4.1% |
| 3M | -3.3% | +5.6% | -8.8% | -4.9% |
| 6M | +5.9% | -2.5% | +8.4% | +5.5% |
| YTD | +15.5% | +57.8% | -42.3% | +2.5% |
| 1Y | +19.3% | +70.1% | -50.7% | +3.9% |
| 3Y | +79.0% | +35.1% | +43.9% | +60.0% |
| 5Y | +28.3% | +86.1% | -57.8% | +0.7% |
| 10Y | +336.8% | +55.5% | +281.3% | +162.1% |
| All | +2,303.8% | +148.3% | +2,155.5% | +928.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling