+218.9%
NVO vs OVV
+58.9%
+160.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | +3.3% | +8.0% | -4.8% | +2.9% |
| 30D | +9.2% | -2.0% | +11.2% | +9.3% |
| 3M | -9.8% | +5.4% | -15.2% | -10.1% |
| 6M | -10.4% | +14.3% | -24.7% | -11.2% |
| YTD | -14.1% | +69.4% | -83.5% | -16.7% |
| 1Y | -11.1% | +72.4% | -83.5% | -13.9% |
| 3Y | -54.9% | +58.4% | -113.3% | -56.5% |
| 5Y | -17.4% | +106.1% | -123.6% | -22.1% |
| All | +218.9% | +58.9% | +160.0% | +189.2% |
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