+282.2%
APH vs OVV
+84.0%
+198.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.8% | +4.2% |
| 7D | -5.9% | -16.7% | +10.7% | -3.1% |
| 30D | -14.8% | -1.5% | -13.3% | -14.7% |
| 3M | -12.4% | +1.6% | -14.0% | -13.0% |
| 6M | +8.1% | +2.0% | +6.0% | +6.8% |
| YTD | +10.9% | +56.8% | -45.9% | -0.3% |
| 1Y | +8.8% | +64.8% | -56.1% | -3.5% |
| 3Y | +262.1% | +38.3% | +223.8% | +225.6% |
| All | +282.2% | +84.0% | +198.1% | +219.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling