-66.1%
ETSY vs OVV
+153.1%
-219.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.7% |
| 7D | -10.9% | -3.7% | -7.2% | -10.4% |
| 30D | -14.9% | +8.0% | -22.9% | -16.0% |
| 3M | +5.8% | +11.3% | -5.5% | +3.4% |
| 6M | +29.1% | +24.0% | +5.1% | +23.1% |
| YTD | +31.3% | +65.3% | -34.0% | +18.2% |
| 1Y | +25.1% | +60.2% | -35.0% | +12.7% |
| 3Y | +8.5% | +46.9% | -38.5% | -3.2% |
| 5Y | -66.1% | +158.7% | -224.8% | -71.9% |
| All | -66.1% | +153.1% | -219.2% | -71.9% |
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