-10.8%
NVTS vs OVV
+75.2%
-86.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -5.6% | +14.6% | +8.5% |
| 7D | -0.3% | -12.1% | +11.8% | -1.0% |
| 30D | -24.4% | +2.9% | -27.3% | -24.5% |
| 3M | -26.5% | +3.7% | -30.2% | -26.5% |
| 6M | -41.4% | +0.6% | -42.0% | -41.0% |
| YTD | +30.7% | +62.5% | -31.8% | +24.9% |
| 1Y | -10.8% | +72.0% | -82.8% | -15.4% |
| All | -10.8% | +75.2% | -86.0% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling