-25.8%
ACN vs OVV
+107.0%
-132.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -3.8% | +8.0% | -11.9% | -4.9% |
| 30D | +16.5% | -2.0% | +18.6% | +16.7% |
| 3M | +41.5% | +5.4% | +36.0% | +40.1% |
| 6M | +60.1% | +14.3% | +45.8% | +56.5% |
| YTD | -3.9% | +69.4% | -73.4% | -11.5% |
| 1Y | +4.1% | +72.4% | -68.3% | -4.4% |
| 3Y | -15.9% | +58.4% | -74.2% | -23.4% |
| All | -25.8% | +107.0% | -132.7% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling