+1,034.6%
ACN vs OVV
+162.8%
+871.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.0% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | +9.4% | +11.7% | -2.4% | +7.4% |
| 3M | +5.6% | +9.8% | -4.1% | +3.9% |
| 6M | -9.3% | +26.6% | -35.8% | -13.0% |
| YTD | -29.0% | +67.0% | -96.0% | -35.0% |
| 1Y | -24.7% | +55.9% | -80.6% | -30.5% |
| 3Y | -39.8% | +45.5% | -85.3% | -45.1% |
| 5Y | -40.9% | +157.3% | -198.3% | -52.7% |
| 10Y | +91.1% | +65.0% | +26.1% | +30.0% |
| All | +1,034.6% | +162.8% | +871.8% | +421.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling