-49.6%
NVO vs OVV
+47.2%
-96.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | +0.1% | -3.7% | +3.8% | +0.3% |
| 30D | -3.2% | +8.0% | -11.2% | -3.7% |
| 3M | +11.5% | +11.3% | +0.2% | +10.6% |
| 6M | +22.9% | +24.0% | -1.1% | +20.5% |
| YTD | -6.8% | +65.3% | -72.1% | -11.1% |
| 1Y | -12.6% | +60.2% | -72.8% | -16.5% |
| 3Y | -49.6% | +46.9% | -96.5% | -52.6% |
| All | -49.6% | +47.2% | -96.8% | -52.6% |
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