+42.5%
OVV vs SMTC
+365.8%
-323.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.8% | -12.9% | -3.3% |
| 7D | -10.7% | -4.8% | -5.9% | -10.5% |
| 30D | -5.3% | -37.8% | +32.5% | +4.9% |
| 3M | +2.4% | -16.5% | +18.9% | +2.0% |
| 6M | +5.7% | -4.4% | +10.1% | -2.9% |
| YTD | +56.8% | +58.0% | -1.3% | +18.7% |
| 1Y | +59.3% | +62.0% | -2.7% | +18.3% |
| 3Y | +49.0% | +745.7% | -696.7% | -55.6% |
| 5Y | +88.1% | +29.0% | +59.1% | +30.7% |
| 10Y | +42.5% | +351.4% | -308.8% | -27.0% |
| All | +42.5% | +365.8% | -323.3% | -27.0% |
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