+501.5%
NVT vs OVV
+26.0%
+475.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | +8.0% | +8.0% | -0.1% | +6.0% |
| 30D | -24.8% | -2.0% | -22.7% | -24.4% |
| 3M | -32.4% | +5.4% | -37.9% | -33.5% |
| 6M | -33.5% | +14.3% | -47.7% | -36.2% |
| YTD | +13.2% | +69.4% | -56.2% | -2.5% |
| 1Y | +9.0% | +72.4% | -63.4% | -6.8% |
| 3Y | +129.4% | +58.4% | +71.0% | +97.0% |
| 5Y | +230.1% | +106.1% | +124.0% | +150.9% |
| All | +501.5% | +26.0% | +475.5% | +250.8% |
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