+49.0%
OVV vs STT
+178.8%
-129.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -1.5% |
| 7D | -10.7% | +0.9% | -11.7% | -11.2% |
| 30D | -5.3% | -2.3% | -3.0% | -4.5% |
| 3M | +2.4% | -7.0% | +9.4% | +5.3% |
| 6M | +5.7% | +15.5% | -9.8% | -3.5% |
| YTD | +56.8% | +35.6% | +21.2% | +28.6% |
| 1Y | +59.3% | +47.9% | +11.4% | +22.9% |
| 3Y | +49.0% | +181.1% | -132.1% | -26.1% |
| All | +49.0% | +178.8% | -129.8% | -26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling