+106.0%
OVV vs SMTC
+26.3%
+79.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.8% | +1.3% |
| 7D | +8.0% | +11.0% | -3.0% | +6.4% |
| 30D | -2.0% | -28.5% | +26.5% | +1.3% |
| 3M | +5.4% | -14.2% | +19.6% | +5.0% |
| 6M | +14.3% | -18.0% | +32.3% | +12.5% |
| YTD | +69.4% | +55.5% | +13.9% | +47.1% |
| 1Y | +72.4% | +69.5% | +2.8% | +46.6% |
| 3Y | +58.4% | +699.7% | -641.3% | -16.1% |
| All | +106.0% | +26.3% | +79.7% | +107.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling