+1,326.9%
AAPL vs OVV
+51.8%
+1,275.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.0% | -1.0% | +1.6% |
| 7D | +1.8% | +1.2% | +0.5% | +1.6% |
| 30D | +4.3% | -2.5% | +6.8% | +4.5% |
| 3M | +16.6% | +0.5% | +16.1% | +16.3% |
| 6M | +21.6% | +8.5% | +13.1% | +19.6% |
| YTD | +31.2% | +64.5% | -33.3% | +21.0% |
| 1Y | +29.6% | +64.7% | -35.1% | +19.4% |
| 3Y | +93.1% | +54.1% | +39.0% | +76.8% |
| 5Y | +146.2% | +95.4% | +50.8% | +112.6% |
| 10Y | +1,326.9% | +54.9% | +1,271.9% | +977.0% |
| All | +1,326.9% | +51.8% | +1,275.0% | +977.0% |
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