+0.7%
NVO vs OVV
+162.0%
-161.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -4.7% | -3.8% | -0.9% | -4.5% |
| 30D | -5.4% | +1.3% | -6.7% | -5.5% |
| 3M | +7.0% | +14.3% | -7.4% | +5.8% |
| 6M | +17.6% | +21.1% | -3.5% | +15.5% |
| YTD | -8.0% | +66.0% | -74.1% | -12.1% |
| 1Y | -13.8% | +59.3% | -73.1% | -17.4% |
| 3Y | -50.3% | +47.6% | -97.8% | -52.7% |
| 5Y | +0.7% | +162.0% | -161.3% | -10.9% |
| All | +0.7% | +162.0% | -161.3% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling