-28.7%
ETHA vs OVV
+45.7%
-74.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.4% |
| 7D | +2.7% | -3.7% | +6.4% | +3.9% |
| 30D | +29.4% | +8.0% | +21.4% | +26.2% |
| 3M | +47.2% | +11.3% | +35.9% | +40.9% |
| 6M | +25.4% | +24.0% | +1.4% | +13.2% |
| YTD | -16.5% | +65.3% | -81.9% | -33.7% |
| 1Y | -42.3% | +60.2% | -102.5% | -53.9% |
| All | -28.7% | +45.7% | -74.4% | -39.4% |
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