+151.9%
NTAP vs OVV
+54.1%
+97.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.0% | +3.2% |
| 7D | -2.4% | +1.2% | -3.7% | -2.7% |
| 30D | -23.4% | -2.5% | -20.9% | -23.0% |
| 3M | -7.5% | +0.5% | -8.0% | -8.0% |
| 6M | +56.4% | +8.5% | +47.9% | +51.7% |
| YTD | +73.6% | +64.5% | +9.2% | +48.1% |
| 1Y | +68.4% | +64.7% | +3.7% | +43.2% |
| All | +151.9% | +54.1% | +97.8% | +118.2% |
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