+212.0%
NXT vs OVV
+53.8%
+158.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.8% | +1.4% |
| 7D | -9.4% | +8.0% | -17.5% | -10.7% |
| 30D | +15.1% | -2.0% | +17.1% | +14.7% |
| 3M | -9.1% | +5.4% | -14.5% | -11.0% |
| 6M | -30.3% | +14.3% | -44.6% | -33.5% |
| YTD | +9.1% | +69.4% | -60.3% | -8.0% |
| 1Y | +7.9% | +72.4% | -64.5% | -9.8% |
| 3Y | +176.5% | +58.4% | +118.1% | +131.3% |
| All | +212.0% | +53.8% | +158.2% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling