+153.7%
ACN vs OVV
+46.5%
+107.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.4% |
| 7D | +1.6% | -7.3% | +8.8% | +2.5% |
| 30D | +24.6% | -3.6% | +28.2% | +25.1% |
| 3M | +46.2% | -2.6% | +48.8% | +46.5% |
| 6M | +46.2% | +7.6% | +38.6% | +44.3% |
| YTD | -0.9% | +59.6% | -60.5% | -7.4% |
| 1Y | +8.8% | +62.2% | -53.5% | +1.3% |
| 3Y | -14.3% | +49.6% | -63.9% | -20.7% |
| 5Y | -22.6% | +98.9% | -121.5% | -32.9% |
| 10Y | +153.7% | +45.1% | +108.6% | +82.7% |
| All | +153.7% | +46.5% | +107.2% | +82.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling