+16,189.3%
STRL vs OVV
+148.3%
+16,041.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.9% | -11.0% | -13.1% |
| 7D | -34.6% | -14.9% | -19.7% | -31.5% |
| 30D | -56.7% | -0.9% | -55.7% | -56.5% |
| 3M | -54.4% | +5.6% | -60.0% | -55.3% |
| 6M | -69.7% | -2.5% | -67.2% | -69.8% |
| YTD | -20.2% | +57.8% | -78.0% | -30.9% |
| 1Y | -40.6% | +70.1% | -110.6% | -49.9% |
| 3Y | +221.7% | +35.1% | +186.5% | +184.4% |
| 5Y | +799.0% | +86.1% | +712.9% | +584.6% |
| 10Y | +3,451.5% | +55.5% | +3,395.9% | +1,959.4% |
| All | +16,189.3% | +148.3% | +16,041.0% | +8,862.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling