+18.0%
ETR vs OVV
+58.4%
-40.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.1% |
| 7D | +1.7% | -10.7% | +12.5% | +1.9% |
| 30D | +8.7% | -5.3% | +14.0% | +8.7% |
| 3M | +4.9% | +2.4% | +2.5% | +4.6% |
| 6M | +0.8% | +5.7% | -4.9% | +0.3% |
| YTD | +23.1% | +56.8% | -33.6% | +17.9% |
| All | +18.0% | +58.4% | -40.4% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling