+1,723.2%
NTRA vs OVV
+50.5%
+1,672.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +19.5% | +11.7% | +7.8% | +17.0% |
| 3M | +47.8% | +9.8% | +38.0% | +44.6% |
| 6M | +61.6% | +26.6% | +35.1% | +53.1% |
| YTD | +43.3% | +67.0% | -23.8% | +28.2% |
| 1Y | +97.0% | +55.9% | +41.1% | +78.0% |
| 3Y | +424.9% | +45.5% | +379.4% | +371.0% |
| 5Y | +165.2% | +157.3% | +7.8% | +109.7% |
| 10Y | +3,114.3% | +65.0% | +3,049.3% | +2,053.7% |
| All | +1,723.2% | +50.5% | +1,672.8% | +988.4% |
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