-59.5%
NVD vs OVV
+59.6%
-119.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +0.5% | -3.8% | +4.3% | +1.1% |
| 30D | -9.3% | +1.3% | -10.6% | -9.5% |
| 3M | -22.1% | +14.3% | -36.4% | -23.8% |
| 6M | -45.8% | +21.1% | -66.9% | -46.0% |
| YTD | -46.7% | +66.0% | -112.7% | -46.4% |
| 1Y | -59.5% | +59.3% | -118.7% | -59.1% |
| All | -59.5% | +59.6% | -119.1% | -59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling