-25.1%
APTV vs OVV
+48.9%
-73.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -9.8% | -10.7% | +1.0% | -7.3% |
| 30D | -8.9% | -5.3% | -3.6% | -7.9% |
| 3M | -19.5% | +2.4% | -21.8% | -20.4% |
| 6M | -31.1% | +5.7% | -36.8% | -32.8% |
| YTD | -47.5% | +56.8% | -104.3% | -54.1% |
| 1Y | -52.3% | +59.3% | -111.6% | -58.6% |
| 3Y | -45.2% | +49.0% | -94.2% | -52.7% |
| 5Y | -76.9% | +88.1% | -165.0% | -82.0% |
| 10Y | -25.1% | +42.5% | -67.6% | -57.9% |
| All | -25.1% | +48.9% | -73.9% | -57.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling