+712.5%
NVT vs OVV
+22.7%
+689.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -2.0% |
| 7D | +2.0% | -2.9% | +4.9% | +2.7% |
| 30D | -7.2% | +0.9% | -8.0% | -7.5% |
| 3M | -0.9% | +11.0% | -11.9% | -3.9% |
| 6M | +42.6% | +22.3% | +20.3% | +34.0% |
| YTD | +52.9% | +65.1% | -12.2% | +32.9% |
| 1Y | +64.5% | +53.1% | +11.3% | +44.9% |
| 3Y | +178.0% | +46.7% | +131.3% | +143.0% |
| 5Y | +402.8% | +155.5% | +247.3% | +262.6% |
| All | +712.5% | +22.7% | +689.8% | +378.1% |
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