+156.5%
ACN vs OVV
+50.1%
+106.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | +0.9% | -16.7% | +17.5% | +3.2% |
| 30D | +33.5% | -1.5% | +35.0% | +33.6% |
| 3M | +53.5% | +1.6% | +51.9% | +52.9% |
| 6M | +52.2% | +2.0% | +50.2% | +51.3% |
| YTD | -0.1% | +56.8% | -56.9% | -6.4% |
| 1Y | +11.0% | +64.8% | -53.8% | +3.2% |
| 3Y | -11.8% | +38.3% | -50.1% | -17.5% |
| 5Y | -22.8% | +84.9% | -107.7% | -32.5% |
| All | +156.5% | +50.1% | +106.4% | +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