+160.5%
ETR vs OVV
+84.0%
+76.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.3% |
| 7D | +0.4% | -16.7% | +17.1% | +2.0% |
| 30D | +7.5% | -1.5% | +9.0% | +7.6% |
| 3M | +4.4% | +1.6% | +2.9% | +4.0% |
| 6M | -1.5% | +2.0% | -3.6% | -2.1% |
| YTD | +21.8% | +56.8% | -35.0% | +15.7% |
| 1Y | +18.4% | +64.8% | -46.4% | +11.8% |
| 3Y | +148.5% | +38.3% | +110.3% | +135.4% |
| All | +160.5% | +84.0% | +76.5% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling