+278.0%
NVDL vs OVV
+57.6%
+220.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +2.2% | -11.2% | -9.9% |
| 7D | -17.5% | +6.5% | -24.0% | -19.7% |
| 30D | -49.2% | -2.7% | -46.6% | -48.8% |
| 3M | -49.0% | +3.1% | -52.1% | -50.1% |
| 6M | -50.9% | +12.8% | -63.7% | -54.5% |
| YTD | -36.7% | +68.1% | -104.8% | -55.5% |
| 1Y | -43.0% | +73.6% | -116.6% | -61.1% |
| All | +278.0% | +57.6% | +220.4% | +167.0% |
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