+156.3%
ETR vs OVV
+58.8%
+97.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +1.2% | +8.0% | -6.9% | +0.6% |
| 30D | +7.0% | -2.0% | +9.1% | +7.1% |
| 3M | +4.6% | +5.4% | -0.8% | +4.0% |
| 6M | +0.1% | +14.3% | -14.1% | -1.3% |
| YTD | +23.2% | +69.4% | -46.2% | +16.5% |
| 1Y | +20.6% | +72.4% | -51.8% | +13.8% |
| 3Y | +156.3% | +58.4% | +97.9% | +138.1% |
| All | +156.3% | +58.8% | +97.5% | +138.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling