+14,572.5%
NVDA vs OVV
+54.2%
+14,518.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | +3.8% | -3.7% | +7.5% | +4.5% |
| 30D | +0.8% | +8.0% | -7.2% | -0.7% |
| 3M | +8.2% | +11.3% | -3.1% | +5.6% |
| 6M | +27.1% | +24.0% | +3.1% | +20.9% |
| YTD | +21.2% | +65.3% | -44.1% | +8.9% |
| 1Y | +34.3% | +60.2% | -25.9% | +20.9% |
| 3Y | +396.3% | +46.9% | +349.3% | +346.2% |
| 5Y | +913.8% | +158.7% | +755.1% | +714.4% |
| 10Y | +14,572.5% | +50.8% | +14,521.6% | +10,357.8% |
| All | +14,572.5% | +54.2% | +14,518.3% | +10,357.8% |
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