+366.9%
ETR vs OVV
+48.9%
+318.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.1% |
| 7D | +1.7% | -10.7% | +12.5% | +2.6% |
| 30D | +8.7% | -5.3% | +14.0% | +9.1% |
| 3M | +4.9% | +2.4% | +2.5% | +4.6% |
| 6M | +0.8% | +5.7% | -4.9% | +0.1% |
| YTD | +23.1% | +56.8% | -33.6% | +18.3% |
| 1Y | +17.9% | +59.3% | -41.4% | +13.1% |
| 3Y | +154.5% | +49.0% | +105.6% | +142.9% |
| 5Y | +160.3% | +88.1% | +72.1% | +140.1% |
| 10Y | +366.9% | +42.5% | +324.4% | +244.0% |
| All | +366.9% | +48.9% | +318.1% | +244.0% |
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