+58.4%
OVV vs SMTC
+698.5%
-640.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.8% | +1.1% |
| 7D | +8.0% | +11.0% | -3.0% | +7.0% |
| 30D | -2.0% | -28.5% | +26.5% | 0.0% |
| 3M | +5.4% | -14.2% | +19.6% | +5.1% |
| 6M | +14.3% | -18.0% | +32.3% | +13.1% |
| YTD | +69.4% | +55.5% | +13.9% | +53.5% |
| 1Y | +72.4% | +69.5% | +2.8% | +53.8% |
| 3Y | +58.4% | +699.7% | -641.3% | +10.8% |
| All | +58.4% | +698.5% | -640.2% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling