+156.3%
ACN vs OVV
+48.9%
+107.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -2.5% | -10.7% | +8.2% | -1.1% |
| 30D | +22.6% | -5.3% | +27.9% | +23.3% |
| 3M | +45.9% | +2.4% | +43.5% | +45.2% |
| 6M | +43.8% | +5.7% | +38.2% | +42.3% |
| YTD | -2.5% | +56.8% | -59.2% | -8.7% |
| 1Y | +6.5% | +59.3% | -52.8% | -0.6% |
| 3Y | -14.2% | +49.0% | -63.1% | -20.5% |
| 5Y | -24.4% | +88.1% | -112.6% | -34.1% |
| 10Y | +156.3% | +42.5% | +113.8% | +85.3% |
| All | +156.3% | +48.9% | +107.5% | +85.3% |
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