+261.6%
APP vs OVV
+88.6%
+173.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.9% | +33.9% | +31.8% |
| 7D | +39.7% | -14.9% | +54.6% | +45.2% |
| 30D | +27.7% | -0.9% | +28.7% | +26.8% |
| 3M | -14.8% | +5.6% | -20.3% | -17.6% |
| 6M | -25.5% | -2.5% | -23.0% | -27.0% |
| YTD | -47.2% | +57.8% | -105.0% | -56.6% |
| 1Y | -42.3% | +70.1% | -112.4% | -54.1% |
| 3Y | +806.8% | +35.1% | +771.7% | +659.8% |
| 5Y | +261.6% | +86.1% | +175.6% | +159.2% |
| All | +261.6% | +88.6% | +173.1% | +159.2% |
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 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