+155.5%
OVV vs NTRS
+88.8%
+66.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -1.2% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | +0.9% | +0.2% | +0.7% | +0.6% |
| 3M | +11.0% | +13.2% | -2.2% | +4.2% |
| 6M | +22.3% | +36.9% | -14.7% | +3.4% |
| YTD | +65.1% | +39.1% | +26.0% | +37.5% |
| 1Y | +53.1% | +50.4% | +2.7% | +21.7% |
| 3Y | +46.7% | +166.8% | -120.1% | -17.2% |
| 5Y | +155.5% | +92.9% | +62.6% | +61.7% |
| All | +155.5% | +88.8% | +66.7% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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