+3,059.8%
NTRA vs OVV
+56.5%
+3,003.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.9% |
| 7D | +0.2% | -1.7% | +1.9% | +0.5% |
| 30D | +4.1% | +0.8% | +3.3% | +3.9% |
| 3M | +50.0% | +13.3% | +36.8% | +45.9% |
| 6M | +67.3% | +16.9% | +50.4% | +60.5% |
| YTD | +43.6% | +64.3% | -20.7% | +28.2% |
| 1Y | +89.2% | +54.2% | +35.1% | +70.6% |
| 3Y | +502.5% | +51.3% | +451.2% | +433.6% |
| 5Y | +173.8% | +154.3% | +19.5% | +114.6% |
| All | +3,059.8% | +56.5% | +3,003.2% | +2,034.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling