+54.8%
OVV vs STT
+198.7%
-143.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | +6.5% | +5.1% | +1.4% | +2.3% |
| 30D | -2.7% | -0.2% | -2.4% | -3.0% |
| 3M | +3.1% | -8.1% | +11.3% | +9.2% |
| 6M | +12.8% | +16.6% | -3.8% | -2.6% |
| YTD | +68.1% | +37.8% | +30.3% | +23.7% |
| 1Y | +73.6% | +46.8% | +26.8% | +20.9% |
| 3Y | +57.6% | +181.2% | -123.6% | -38.7% |
| 5Y | +104.5% | +105.1% | -0.6% | -2.7% |
| All | +54.8% | +198.7% | -143.9% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling