+95,380.4%
AAPL vs OVV
+146.6%
+95,233.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | +3.7% | -10.7% | +14.4% | +5.7% |
| 30D | +4.2% | -5.3% | +9.5% | +5.0% |
| 3M | +12.0% | +2.4% | +9.6% | +11.1% |
| 6M | +19.8% | +5.7% | +14.1% | +17.6% |
| YTD | +29.3% | +56.8% | -27.4% | +17.5% |
| 1Y | +31.1% | +59.3% | -28.2% | +18.6% |
| 3Y | +94.9% | +49.0% | +45.9% | +74.9% |
| 5Y | +138.1% | +88.1% | +49.9% | +96.0% |
| 10Y | +1,276.0% | +42.5% | +1,233.4% | +830.3% |
| All | +95,380.4% | +146.6% | +95,233.8% | +44,157.2% |
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 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