+11.9%
ACN vs OVV
+75.2%
-63.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.6% | +9.4% | +4.3% |
| 7D | +8.6% | -12.1% | +20.7% | +9.9% |
| 30D | +36.6% | +2.9% | +33.7% | +35.7% |
| 3M | +56.3% | +3.7% | +52.6% | +55.1% |
| 6M | +49.7% | +0.6% | +49.1% | +47.5% |
| YTD | +1.3% | +62.5% | -61.1% | -0.4% |
| 1Y | +11.9% | +72.0% | -60.1% | +10.4% |
| All | +11.9% | +75.2% | -63.2% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling