+141.4%
APTV vs OVV
-9.9%
+151.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.3% |
| 7D | -10.2% | -16.7% | +6.4% | -6.7% |
| 30D | -10.8% | -1.5% | -9.3% | -10.7% |
| 3M | -14.8% | +1.6% | -16.4% | -15.6% |
| 6M | -30.6% | +2.0% | -32.6% | -31.6% |
| YTD | -48.2% | +56.8% | -105.0% | -54.0% |
| 1Y | -52.0% | +64.8% | -116.8% | -58.0% |
| 3Y | -47.0% | +38.3% | -85.3% | -52.7% |
| 5Y | -77.5% | +84.9% | -162.4% | -81.8% |
| 10Y | -27.0% | +54.5% | -81.5% | -55.8% |
| All | +141.4% | -9.9% | +151.3% | +57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling