-68.2%
APTV vs OVV
+160.2%
-228.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.5% |
| 7D | +4.8% | +0.3% | +4.5% | +4.7% |
| 30D | +2.0% | +11.7% | -9.7% | -1.2% |
| 3M | -34.2% | +9.8% | -44.0% | -36.2% |
| 6M | -34.7% | +26.6% | -61.2% | -39.7% |
| YTD | -37.0% | +67.0% | -104.0% | -46.6% |
| 1Y | -40.4% | +55.9% | -96.3% | -48.8% |
| 3Y | -54.1% | +45.5% | -99.6% | -61.1% |
| All | -68.2% | +160.2% | -228.3% | -78.6% |
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