+102.4%
STX vs OVV
+75.5%
+26.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.1% |
| 7D | +14.6% | +8.0% | +6.6% | +14.9% |
| 30D | -26.0% | -2.0% | -23.9% | -26.0% |
| 3M | -42.6% | +5.4% | -48.0% | -42.0% |
| 6M | -35.3% | +14.3% | -49.5% | -34.0% |
| YTD | +92.5% | +69.4% | +23.0% | +123.7% |
| 1Y | +102.4% | +72.4% | +30.0% | +138.4% |
| All | +102.4% | +75.5% | +26.9% | +138.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling