-98.6%
NVD vs OVV
+46.4%
-145.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.8% | +9.9% |
| 7D | +17.0% | +6.5% | +10.5% | +19.8% |
| 30D | +77.3% | -2.7% | +79.9% | +76.2% |
| 3M | +61.6% | +3.1% | +58.5% | +64.3% |
| 6M | +40.7% | +12.8% | +27.8% | +48.7% |
| YTD | -10.5% | +68.1% | -78.6% | +18.6% |
| 1Y | -6.1% | +73.6% | -79.8% | +26.9% |
| 3Y | -98.4% | +57.6% | -156.0% | -97.6% |
| All | -98.6% | +46.4% | -145.0% | -97.8% |
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