+106.0%
OVV vs STLA
-74.6%
+180.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.0% |
| 7D | +8.0% | -13.8% | +21.8% | +11.7% |
| 30D | -2.0% | -10.5% | +8.5% | -0.1% |
| 3M | +5.4% | -28.9% | +34.3% | +13.3% |
| 6M | +14.3% | -49.7% | +64.0% | +33.6% |
| YTD | +69.4% | -64.9% | +134.4% | +116.7% |
| 1Y | +72.4% | -64.0% | +136.4% | +117.4% |
| 3Y | +58.4% | -77.4% | +135.8% | +122.8% |
| All | +106.0% | -74.6% | +180.6% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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