+45.2%
NU vs OVV
+110.1%
-64.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | -2.6% | -3.8% | +1.2% | -1.7% |
| 30D | +8.2% | +1.3% | +7.0% | +7.8% |
| 3M | +26.3% | +14.3% | +11.9% | +21.3% |
| 6M | +2.2% | +21.1% | -18.9% | -4.5% |
| YTD | -10.4% | +66.0% | -76.4% | -24.0% |
| 1Y | -3.0% | +59.3% | -62.3% | -17.2% |
| 3Y | +120.3% | +47.6% | +72.7% | +86.3% |
| All | +45.2% | +110.1% | -64.9% | -4.9% |
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