-28.2%
APTV vs OVV
+57.6%
-85.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.8% | -2.1% |
| 7D | -5.0% | +6.5% | -11.5% | -6.5% |
| 30D | -12.3% | -2.7% | -9.7% | -12.0% |
| 3M | -19.9% | +3.1% | -23.1% | -21.0% |
| 6M | -29.4% | +12.8% | -42.2% | -32.2% |
| YTD | -49.0% | +68.1% | -117.1% | -56.2% |
| 1Y | -53.1% | +73.6% | -126.7% | -60.1% |
| 3Y | -48.9% | +57.6% | -106.5% | -56.5% |
| 5Y | -77.2% | +104.5% | -181.8% | -82.6% |
| All | -28.2% | +57.6% | -85.9% | -60.5% |
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