+56.0%
OVV vs ET
+160.8%
-104.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +8.0% | +2.5% | +5.5% | +5.1% |
| 30D | -2.0% | -2.5% | +0.4% | +0.7% |
| 3M | +5.4% | -4.9% | +10.3% | +11.3% |
| 6M | +14.3% | -0.1% | +14.4% | +14.6% |
| YTD | +69.4% | +26.2% | +43.2% | +31.7% |
| 1Y | +72.4% | +25.2% | +47.2% | +35.3% |
| 3Y | +58.4% | +84.2% | -25.8% | -19.0% |
| 5Y | +106.1% | +216.1% | -110.0% | -38.4% |
| All | +56.0% | +160.8% | -104.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 10y: compounded portfolio wealth divided by compounded ET 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…
10y analysis · Full analysis span regression · 6 months rolling