+31.1%
OVV vs NIO
-49.2%
+80.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.9% | +8.1% | +3.0% |
| 7D | +6.5% | -4.7% | +11.2% | +7.1% |
| 30D | -2.7% | -14.3% | +11.7% | -0.9% |
| 3M | +3.1% | -32.8% | +36.0% | +8.1% |
| 6M | +12.8% | -49.8% | +62.6% | +22.4% |
| YTD | +68.1% | -40.2% | +108.3% | +76.5% |
| 1Y | +73.6% | -52.7% | +126.4% | +87.7% |
| 3Y | +57.6% | -57.9% | +115.5% | +63.8% |
| 5Y | +104.5% | -92.9% | +197.4% | +150.2% |
| All | +31.1% | -49.2% | +80.2% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling