+28.0%
NU vs OVV
+114.4%
-86.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.8% | +11.0% | +11.6% |
| 7D | +9.9% | +8.0% | +1.8% | +7.9% |
| 30D | -11.5% | -2.0% | -9.4% | -11.3% |
| 3M | -5.1% | +5.4% | -10.5% | -6.8% |
| 6M | +3.1% | +14.3% | -11.1% | -1.6% |
| YTD | -21.0% | +69.4% | -90.5% | -33.6% |
| 1Y | -15.2% | +72.4% | -87.6% | -29.3% |
| 3Y | +56.4% | +58.4% | -1.9% | +29.8% |
| All | +28.0% | +114.4% | -86.4% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling