-77.5%
APTV vs OVV
+107.0%
-184.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | -1.7% | +8.0% | -9.8% | -3.7% |
| 30D | -11.6% | -2.0% | -9.6% | -11.4% |
| 3M | -21.2% | +5.4% | -26.6% | -22.8% |
| 6M | -28.5% | +14.3% | -42.8% | -31.8% |
| YTD | -49.1% | +69.4% | -118.5% | -57.3% |
| 1Y | -52.2% | +72.4% | -124.6% | -60.2% |
| 3Y | -48.6% | +58.4% | -107.0% | -57.6% |
| All | -77.5% | +107.0% | -184.5% | -82.9% |
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 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