+193.5%
APTV vs OVV
-4.1%
+197.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.4% |
| 7D | +4.8% | +0.3% | +4.5% | +4.7% |
| 30D | +2.0% | +11.7% | -9.7% | -0.7% |
| 3M | -34.2% | +9.8% | -44.0% | -35.9% |
| 6M | -34.7% | +26.6% | -61.2% | -38.8% |
| YTD | -37.0% | +67.0% | -104.0% | -44.7% |
| 1Y | -40.4% | +55.9% | -96.3% | -47.1% |
| 3Y | -54.1% | +45.5% | -99.6% | -59.5% |
| 5Y | -68.0% | +157.3% | -225.4% | -75.9% |
| 10Y | -15.5% | +65.0% | -80.5% | -49.5% |
| All | +193.5% | -4.1% | +197.5% | +88.9% |
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 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