-99.2%
NVD vs OVV
+45.4%
-144.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.4% | -2.1% |
| 7D | -11.1% | +0.3% | -11.4% | -11.0% |
| 30D | -13.3% | +11.7% | -25.0% | -9.2% |
| 3M | -19.8% | +9.8% | -29.6% | -16.7% |
| 6M | -48.8% | +26.6% | -75.4% | -42.7% |
| YTD | -49.7% | +67.0% | -116.7% | -33.6% |
| 1Y | -61.4% | +55.9% | -117.3% | -51.1% |
| 3Y | -99.1% | +45.5% | -144.6% | -98.6% |
| All | -99.2% | +45.4% | -144.6% | -98.8% |
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 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