+39.2%
OVV vs STT
+164.8%
-125.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.7% | +1.9% | -0.7% |
| 7D | -14.9% | -4.9% | -10.0% | -13.0% |
| 30D | -0.9% | -6.0% | +5.1% | +1.7% |
| 3M | +5.6% | -11.7% | +17.2% | +11.3% |
| 6M | -2.5% | +11.7% | -14.2% | -9.7% |
| YTD | +57.8% | +30.4% | +27.4% | +31.6% |
| 1Y | +70.1% | +43.9% | +26.1% | +32.4% |
| All | +39.2% | +164.8% | -125.7% | -31.2% |
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