+2,305.4%
NSC vs OVV
+162.8%
+2,142.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.9% |
| 7D | -5.5% | +0.3% | -5.8% | -5.6% |
| 30D | -3.2% | +11.7% | -14.9% | -5.7% |
| 3M | +7.7% | +9.8% | -2.1% | +5.0% |
| 6M | +4.5% | +26.6% | -22.0% | -1.9% |
| YTD | +15.6% | +67.0% | -51.5% | +1.6% |
| 1Y | +19.8% | +55.9% | -36.1% | +6.6% |
| 3Y | +70.1% | +45.5% | +24.6% | +49.7% |
| 5Y | +46.1% | +157.3% | -111.2% | +6.3% |
| 10Y | +328.1% | +65.0% | +263.1% | +152.4% |
| All | +2,305.4% | +162.8% | +2,142.6% | +919.3% |
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