+717.0%
NVT vs OVV
+24.2%
+692.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.0% |
| 7D | +5.1% | +0.3% | +4.8% | +5.0% |
| 30D | -3.7% | +11.7% | -15.4% | -6.4% |
| 3M | -10.1% | +9.8% | -19.9% | -12.6% |
| 6M | +37.5% | +26.6% | +10.9% | +28.1% |
| YTD | +53.7% | +67.0% | -13.3% | +33.3% |
| 1Y | +70.9% | +55.9% | +14.9% | +49.8% |
| 3Y | +180.4% | +45.5% | +134.9% | +145.6% |
| 5Y | +393.5% | +157.3% | +236.1% | +255.3% |
| All | +717.0% | +24.2% | +692.8% | +379.5% |
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