+688.3%
NVDL vs OVV
+52.7%
+635.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | -0.8% | -3.8% | +3.0% | +0.7% |
| 30D | +3.4% | +1.3% | +2.1% | +2.8% |
| 3M | +8.1% | +14.3% | -6.2% | +0.7% |
| 6M | +31.9% | +21.1% | +10.8% | +16.2% |
| YTD | +21.1% | +66.0% | -44.9% | -11.3% |
| 1Y | +34.0% | +59.3% | -25.2% | -1.0% |
| All | +688.3% | +52.7% | +635.6% | +466.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling