+194.5%
ETSY vs OVV
+28.6%
+165.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.0% | -0.9% | +1.8% |
| 7D | -8.2% | +1.2% | -9.4% | -8.3% |
| 30D | +14.8% | -2.5% | +17.4% | +14.9% |
| 3M | +11.2% | +0.5% | +10.7% | +10.7% |
| 6M | +47.6% | +8.5% | +39.1% | +45.1% |
| YTD | +59.4% | +64.5% | -5.1% | +48.0% |
| 1Y | +38.6% | +64.7% | -26.1% | +28.5% |
| 3Y | +39.7% | +54.1% | -14.4% | +28.6% |
| 5Y | -65.1% | +95.4% | -160.6% | -69.3% |
| 10Y | +653.8% | +54.9% | +598.9% | +523.3% |
| All | +194.5% | +28.6% | +165.9% | +84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling