+158.3%
OVV vs NWSA
+40.7%
+117.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.0% |
| 7D | +0.3% | -1.9% | +2.1% | +1.1% |
| 30D | +11.7% | +4.6% | +7.2% | +9.5% |
| 3M | +9.8% | +13.2% | -3.4% | +3.2% |
| 6M | +26.6% | +27.0% | -0.4% | +11.9% |
| YTD | +67.0% | +16.8% | +50.2% | +52.8% |
| 1Y | +55.9% | +4.5% | +51.4% | +50.3% |
| 3Y | +45.5% | +46.2% | -0.7% | +17.2% |
| All | +158.3% | +40.7% | +117.7% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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