+39.2%
OVV vs APD
+13.4%
+25.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | +0.1% | -1.8% |
| 7D | -14.9% | -0.7% | -14.2% | -14.7% |
| 30D | -0.9% | +10.1% | -11.1% | -4.2% |
| 3M | +5.6% | +4.9% | +0.7% | +3.7% |
| 6M | -2.5% | +2.5% | -4.9% | -3.6% |
| YTD | +57.8% | +27.8% | +30.0% | +43.1% |
| 1Y | +70.1% | +32.9% | +37.2% | +51.2% |
| All | +39.2% | +13.4% | +25.8% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling