+1,210.4%
AAPL vs OVV
+54.2%
+1,156.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -2.7% | -3.7% | +1.0% | -2.2% |
| 30D | +1.0% | +8.0% | -7.0% | -0.1% |
| 3M | +5.0% | +11.3% | -6.3% | +3.2% |
| 6M | +23.0% | +24.0% | -1.0% | +18.7% |
| YTD | +16.6% | +65.3% | -48.7% | +7.9% |
| 1Y | +33.4% | +60.2% | -26.7% | +23.6% |
| 3Y | +79.9% | +46.9% | +32.9% | +66.0% |
| 5Y | +109.0% | +158.7% | -49.7% | +74.7% |
| 10Y | +1,210.4% | +50.8% | +1,159.6% | +877.2% |
| All | +1,210.4% | +54.2% | +1,156.2% | +877.2% |
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