+83.5%
OVV vs SMTC
+13.5%
+70.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.7% | -13.4% | -2.3% |
| 7D | -16.7% | -19.0% | +2.3% | -14.7% |
| 30D | -1.5% | -46.7% | +45.2% | +5.8% |
| 3M | +1.6% | -23.4% | +25.0% | +2.7% |
| 6M | +2.0% | -13.4% | +15.4% | -0.7% |
| YTD | +56.8% | +40.1% | +16.8% | +38.1% |
| 1Y | +64.8% | +47.7% | +17.2% | +43.0% |
| 3Y | +38.3% | +606.9% | -568.7% | -25.8% |
| All | +83.5% | +13.5% | +70.0% | +91.9% |
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