+291.1%
ETR vs OVV
+54.2%
+237.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | +1.4% | -3.7% | +5.1% | +1.7% |
| 30D | +1.9% | +8.0% | -6.1% | +1.2% |
| 3M | +1.0% | +11.3% | -10.3% | 0.0% |
| 6M | +4.8% | +24.0% | -19.2% | +2.8% |
| YTD | +19.5% | +65.3% | -45.8% | +14.6% |
| 1Y | +28.1% | +60.2% | -32.1% | +22.9% |
| 3Y | +151.1% | +46.9% | +104.2% | +140.0% |
| 5Y | +125.2% | +158.7% | -33.6% | +103.2% |
| 10Y | +291.1% | +50.8% | +240.3% | +180.4% |
| All | +291.1% | +54.2% | +237.0% | +180.4% |
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