+42.5%
OVV vs TECH
+204.1%
-161.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -10.7% | +0.2% | -11.0% | -10.8% |
| 30D | -5.3% | +0.5% | -5.8% | -5.4% |
| 3M | +2.4% | +0.9% | +1.5% | +2.1% |
| 6M | +5.7% | +51.0% | -45.4% | -7.8% |
| YTD | +56.8% | +24.4% | +32.4% | +42.4% |
| 1Y | +59.3% | +27.6% | +31.7% | +43.0% |
| 3Y | +49.0% | +29.9% | +19.0% | +24.0% |
| 5Y | +88.1% | -40.6% | +128.8% | +106.8% |
| 10Y | +42.5% | +196.7% | -154.2% | -21.0% |
| All | +42.5% | +204.1% | -161.6% | -21.0% |
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