+13,348.8%
APH vs OVV
+162.8%
+13,186.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | -3.9% | +11.7% | -15.6% | -6.2% |
| 3M | +13.0% | +9.8% | +3.2% | +10.3% |
| 6M | +25.2% | +26.6% | -1.4% | +17.8% |
| YTD | +22.9% | +67.0% | -44.1% | +8.7% |
| 1Y | +47.8% | +55.9% | -8.1% | +32.2% |
| 3Y | +283.0% | +45.5% | +237.5% | +240.6% |
| 5Y | +349.7% | +157.3% | +192.3% | +236.0% |
| 10Y | +1,061.2% | +65.0% | +996.2% | +617.4% |
| All | +13,348.8% | +162.8% | +13,186.0% | +6,484.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling