+155.0%
OVV vs SMTC
+197.0%
-42.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.7% | -13.4% | -3.8% |
| 7D | -16.7% | -19.0% | +2.3% | -12.8% |
| 30D | -1.5% | -46.7% | +45.2% | +13.2% |
| 3M | +1.6% | -23.4% | +25.0% | +3.8% |
| 6M | +2.0% | -13.4% | +15.4% | -2.8% |
| YTD | +56.8% | +40.1% | +16.8% | +26.6% |
| 1Y | +64.8% | +47.7% | +17.2% | +29.9% |
| 3Y | +38.3% | +606.9% | -568.7% | -43.3% |
| 5Y | +84.9% | +14.4% | +70.5% | +28.2% |
| 10Y | +54.5% | +322.5% | -267.9% | -23.3% |
| All | +155.0% | +197.0% | -42.0% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling