+512.2%
NVT vs OVV
+22.3%
+489.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.7% | +3.1% |
| 7D | +3.5% | +1.2% | +2.2% | +3.2% |
| 30D | -28.2% | -2.5% | -25.6% | -27.7% |
| 3M | -30.1% | +0.5% | -30.5% | -30.4% |
| 6M | -32.5% | +8.5% | -41.0% | -34.4% |
| YTD | +15.2% | +64.5% | -49.3% | -0.1% |
| 1Y | +7.2% | +64.7% | -57.5% | -7.3% |
| 3Y | +134.2% | +54.1% | +80.1% | +102.4% |
| 5Y | +238.3% | +95.4% | +142.9% | +160.5% |
| All | +512.2% | +22.3% | +489.9% | +259.6% |
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