+158.3%
OVV vs APD
+27.6%
+130.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.3% |
| 7D | +0.3% | -2.2% | +2.5% | +1.3% |
| 30D | +11.7% | +2.1% | +9.6% | +10.6% |
| 3M | +9.8% | +7.2% | +2.6% | +5.7% |
| 6M | +26.6% | +11.2% | +15.3% | +19.5% |
| YTD | +67.0% | +24.4% | +42.6% | +48.8% |
| 1Y | +55.9% | +6.7% | +49.3% | +49.1% |
| 3Y | +45.5% | +9.2% | +36.3% | +35.7% |
| All | +158.3% | +27.6% | +130.8% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling