+2,071.0%
STX vs OVV
+48.9%
+2,022.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | 0.0% | +9.8% | +9.8% |
| 7D | -14.8% | -10.7% | -4.0% | -13.1% |
| 30D | -35.4% | -5.3% | -30.1% | -34.8% |
| 3M | -37.7% | +2.4% | -40.1% | -38.1% |
| 6M | -35.2% | +5.7% | -40.9% | -36.1% |
| YTD | +84.4% | +56.8% | +27.6% | +69.6% |
| 1Y | +82.3% | +59.3% | +23.0% | +66.8% |
| 3Y | +646.2% | +49.0% | +597.3% | +580.6% |
| 5Y | +487.4% | +88.1% | +399.3% | +405.5% |
| 10Y | +2,071.0% | +42.5% | +2,028.5% | +1,555.3% |
| All | +2,071.0% | +48.9% | +2,022.2% | +1,555.3% |
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