+98.9%
OVV vs APD
+12.4%
+86.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.6% |
| 7D | -7.3% | -0.2% | -7.0% | -7.2% |
| 30D | -3.6% | +11.0% | -14.6% | -8.1% |
| 3M | -2.6% | +1.3% | -4.0% | -3.4% |
| 6M | +7.6% | +6.4% | +1.2% | +3.9% |
| YTD | +59.6% | +28.9% | +30.7% | +39.9% |
| 1Y | +62.2% | +23.2% | +39.0% | +44.9% |
| 3Y | +49.6% | +26.3% | +23.3% | +29.3% |
| 5Y | +98.9% | +12.0% | +86.9% | +77.8% |
| All | +98.9% | +12.4% | +86.5% | +77.8% |
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 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