+172.3%
NXT vs OVV
+57.6%
+114.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.2% | -9.2% | -7.3% |
| 7D | -6.0% | +6.5% | -12.5% | -7.1% |
| 30D | +5.4% | -2.7% | +8.1% | +5.1% |
| 3M | -9.7% | +3.1% | -12.9% | -11.4% |
| 6M | -25.3% | +12.8% | -38.2% | -28.9% |
| YTD | +7.5% | +68.1% | -60.7% | -11.8% |
| 1Y | -3.0% | +73.6% | -76.7% | -21.7% |
| All | +172.3% | +57.6% | +114.8% | +126.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling