+54.9%
OVV vs APD
+187.5%
-132.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +2.4% |
| 7D | +1.2% | -1.2% | +2.4% | +2.1% |
| 30D | -2.5% | +11.0% | -13.6% | -9.7% |
| 3M | +0.5% | +2.6% | -2.1% | -1.7% |
| 6M | +8.5% | +4.8% | +3.6% | +3.4% |
| YTD | +64.5% | +31.0% | +33.5% | +31.8% |
| 1Y | +64.7% | +23.4% | +41.3% | +37.2% |
| 3Y | +54.1% | +28.4% | +25.8% | +17.6% |
| 5Y | +95.4% | +15.2% | +80.2% | +57.9% |
| 10Y | +54.9% | +190.7% | -135.7% | -28.3% |
| All | +54.9% | +187.5% | -132.5% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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