-65.2%
ETSY vs OVV
+92.4%
-157.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.5% |
| 7D | -3.7% | -7.3% | +3.5% | -2.7% |
| 30D | +12.8% | -3.6% | +16.3% | +12.9% |
| 3M | +7.6% | -2.6% | +10.2% | +7.5% |
| 6M | +34.4% | +7.6% | +26.8% | +31.0% |
| YTD | +56.0% | +59.6% | -3.6% | +39.8% |
| 1Y | +43.6% | +62.2% | -18.6% | +27.9% |
| 3Y | +36.8% | +49.6% | -12.8% | +20.1% |
| 5Y | -65.2% | +98.9% | -164.1% | -72.7% |
| All | -65.2% | +92.4% | -157.6% | -72.7% |
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