+148.5%
ETR vs OVV
+34.1%
+114.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.3% |
| 7D | +0.4% | -16.7% | +17.1% | +1.7% |
| 30D | +7.5% | -1.5% | +9.0% | +7.5% |
| 3M | +4.4% | +1.6% | +2.9% | +4.1% |
| 6M | -1.5% | +2.0% | -3.6% | -2.0% |
| YTD | +21.8% | +56.8% | -35.0% | +15.9% |
| 1Y | +18.4% | +64.8% | -46.4% | +12.0% |
| 3Y | +148.5% | +38.3% | +110.3% | +134.6% |
| All | +148.5% | +34.1% | +114.4% | +134.6% |
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 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