+158.7%
OVV vs ET
+235.7%
-77.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | -3.7% | +0.4% | -4.1% | -4.2% |
| 30D | +8.0% | +6.9% | +1.1% | -0.2% |
| 3M | +11.3% | +13.1% | -1.8% | -3.7% |
| 6M | +24.0% | +18.7% | +5.3% | +1.3% |
| YTD | +65.3% | +37.4% | +27.9% | +13.6% |
| 1Y | +60.2% | +34.8% | +25.3% | +12.6% |
| 3Y | +46.9% | +96.8% | -49.9% | -36.8% |
| 5Y | +158.7% | +238.2% | -79.5% | -38.0% |
| All | +158.7% | +235.7% | -77.0% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling