-24.7%
ACN vs OVV
+61.5%
-86.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.2% |
| 7D | -1.5% | +0.3% | -1.8% | -1.5% |
| 30D | +9.4% | +11.7% | -2.4% | +8.9% |
| 3M | +5.6% | +9.8% | -4.1% | +4.8% |
| 6M | -9.3% | +26.6% | -35.8% | -9.8% |
| YTD | -29.0% | +67.0% | -96.0% | -29.3% |
| 1Y | -24.7% | +55.9% | -80.6% | -26.6% |
| All | -24.7% | +61.5% | -86.2% | -26.6% |
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