+45.1%
OVV vs TECH
+190.5%
-145.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -7.3% | +0.2% | -7.5% | -7.3% |
| 30D | -3.6% | +0.5% | -4.1% | -3.7% |
| 3M | -2.6% | +1.1% | -3.7% | -2.9% |
| 6M | +7.6% | +51.0% | -43.5% | -6.1% |
| YTD | +59.6% | +24.4% | +35.3% | +45.0% |
| 1Y | +62.2% | +27.4% | +34.8% | +45.7% |
| 3Y | +49.6% | +28.5% | +21.1% | +25.1% |
| 5Y | +98.9% | -40.9% | +139.8% | +119.1% |
| 10Y | +45.1% | +192.5% | -147.4% | -21.1% |
| All | +45.1% | +190.5% | -145.3% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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