+590.2%
NTAP vs OVV
+54.2%
+536.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.1% |
| 7D | +3.3% | -3.7% | +7.0% | +4.0% |
| 30D | -0.2% | +8.0% | -8.2% | -1.8% |
| 3M | +11.4% | +11.3% | +0.1% | +8.7% |
| 6M | +88.7% | +24.0% | +64.7% | +79.7% |
| YTD | +78.9% | +65.3% | +13.6% | +60.8% |
| 1Y | +58.8% | +60.2% | -1.3% | +43.1% |
| 3Y | +153.5% | +46.9% | +106.6% | +127.9% |
| 5Y | +136.7% | +158.7% | -22.0% | +82.7% |
| 10Y | +590.2% | +50.8% | +539.4% | +357.3% |
| All | +590.2% | +54.2% | +536.0% | +357.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling