+3,877.5%
STRL vs OVV
+46.5%
+3,831.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.8% |
| 7D | -19.8% | -7.3% | -12.6% | -18.1% |
| 30D | -43.6% | -3.6% | -40.0% | -43.0% |
| 3M | -45.2% | -2.6% | -42.6% | -45.0% |
| 6M | -65.7% | +7.6% | -73.3% | -66.5% |
| YTD | -5.4% | +59.6% | -65.1% | -16.6% |
| 1Y | -24.7% | +62.2% | -86.9% | -34.2% |
| 3Y | +335.0% | +49.6% | +285.4% | +282.1% |
| 5Y | +915.3% | +98.9% | +816.4% | +698.7% |
| 10Y | +3,877.5% | +45.1% | +3,832.3% | +2,478.6% |
| All | +3,877.5% | +46.5% | +3,831.0% | +2,478.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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