+1,276.0%
AAPL vs OVV
+48.9%
+1,227.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | +3.7% | -10.7% | +14.4% | +5.2% |
| 30D | +4.2% | -5.3% | +9.5% | +4.8% |
| 3M | +12.0% | +2.4% | +9.6% | +11.3% |
| 6M | +19.8% | +5.7% | +14.1% | +18.2% |
| YTD | +29.3% | +56.8% | -27.4% | +20.1% |
| 1Y | +31.1% | +59.3% | -28.2% | +21.3% |
| 3Y | +94.9% | +49.0% | +45.9% | +79.2% |
| 5Y | +138.1% | +88.1% | +49.9% | +106.6% |
| 10Y | +1,276.0% | +42.5% | +1,233.4% | +942.5% |
| All | +1,276.0% | +48.9% | +1,227.1% | +942.5% |
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