-14.8%
ACN vs OVV
+54.1%
-68.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.2% |
| 7D | -4.0% | +1.2% | -5.2% | -4.2% |
| 30D | +19.0% | -2.5% | +21.5% | +19.2% |
| 3M | +42.2% | +0.5% | +41.7% | +41.7% |
| 6M | +50.1% | +8.5% | +41.7% | +48.1% |
| YTD | -2.7% | +64.5% | -67.2% | -8.6% |
| 1Y | +7.6% | +64.7% | -57.1% | +1.0% |
| All | -14.8% | +54.1% | -68.9% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling