+45.1%
OVV vs STT
+198.3%
-153.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.5% |
| 7D | -7.3% | +1.1% | -8.4% | -8.3% |
| 30D | -3.6% | -1.9% | -1.7% | -2.6% |
| 3M | -2.6% | -7.6% | +4.9% | +2.6% |
| 6M | +7.6% | +16.0% | -8.4% | -6.7% |
| YTD | +59.6% | +36.2% | +23.4% | +18.5% |
| 1Y | +62.2% | +46.8% | +15.4% | +12.8% |
| 3Y | +49.6% | +177.8% | -128.2% | -41.3% |
| 5Y | +98.9% | +105.8% | -6.9% | -5.9% |
| 10Y | +45.1% | +197.6% | -152.4% | -49.5% |
| All | +45.1% | +198.3% | -153.2% | -49.5% |
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