+93,115.2%
AAPL vs OVV
+146.7%
+92,968.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.7% | -16.7% | +16.0% | +2.5% |
| 30D | +1.7% | -1.5% | +3.2% | +1.8% |
| 3M | +9.7% | +1.6% | +8.1% | +8.9% |
| 6M | +19.3% | +2.0% | +17.3% | +17.9% |
| YTD | +26.3% | +56.8% | -30.5% | +14.7% |
| 1Y | +27.4% | +64.8% | -37.5% | +14.5% |
| 3Y | +93.6% | +38.3% | +55.3% | +76.0% |
| 5Y | +131.7% | +84.9% | +46.8% | +91.3% |
| 10Y | +1,268.5% | +54.5% | +1,214.0% | +807.4% |
| All | +93,115.2% | +146.7% | +92,968.5% | +43,104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling