+45.1%
OVV vs SMTC
+334.8%
-289.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.4% | +2.5% |
| 7D | -7.3% | -10.9% | +3.7% | -5.4% |
| 30D | -3.6% | -39.4% | +35.8% | +7.5% |
| 3M | -2.6% | -13.5% | +10.9% | -3.8% |
| 6M | +7.6% | -6.8% | +14.4% | -0.5% |
| YTD | +59.6% | +54.0% | +5.6% | +21.6% |
| 1Y | +62.2% | +50.8% | +11.4% | +23.2% |
| 3Y | +49.6% | +677.3% | -627.7% | -53.9% |
| 5Y | +98.9% | +28.7% | +70.2% | +37.1% |
| 10Y | +45.1% | +339.9% | -294.7% | -26.0% |
| All | +45.1% | +334.8% | -289.7% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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