+3,717.0%
NVO vs OVV
+162.8%
+3,554.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.7% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +6.0% | +11.7% | -5.7% | +4.8% |
| 3M | +7.9% | +9.8% | -1.9% | +6.7% |
| 6M | +27.1% | +26.6% | +0.5% | +23.5% |
| YTD | -3.8% | +67.0% | -70.9% | -9.3% |
| 1Y | -12.8% | +55.9% | -68.8% | -17.4% |
| 3Y | -46.3% | +45.5% | -91.8% | -49.4% |
| 5Y | +3.6% | +157.3% | -153.8% | -10.8% |
| 10Y | +157.0% | +65.0% | +92.0% | +101.5% |
| All | +3,717.0% | +162.8% | +3,554.2% | +1,809.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling