+706.7%
ETN vs OVV
+56.5%
+650.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.1% |
| 7D | +3.5% | -1.7% | +5.2% | +3.8% |
| 30D | -7.5% | +0.8% | -8.3% | -7.7% |
| 3M | +8.3% | +13.3% | -4.9% | +5.3% |
| 6M | +20.2% | +16.9% | +3.3% | +15.5% |
| YTD | +34.7% | +64.3% | -29.6% | +20.9% |
| 1Y | +19.4% | +54.2% | -34.7% | +8.2% |
| 3Y | +85.5% | +51.3% | +34.2% | +65.8% |
| 5Y | +186.6% | +154.3% | +32.3% | +121.4% |
| All | +706.7% | +56.5% | +650.1% | +397.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling