+695.5%
OVV vs ACI
+31.1%
+664.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.2% |
| 7D | -10.7% | -5.9% | -4.8% | -10.0% |
| 30D | -5.3% | +7.2% | -12.5% | -6.3% |
| 3M | +2.4% | +8.8% | -6.4% | +1.0% |
| 6M | +5.7% | -17.2% | +22.8% | +7.7% |
| YTD | +56.8% | -21.3% | +78.0% | +60.7% |
| 1Y | +59.3% | -23.7% | +83.0% | +64.1% |
| 3Y | +49.0% | -32.8% | +81.8% | +55.5% |
| 5Y | +88.1% | -41.4% | +129.5% | +96.8% |
| All | +695.5% | +31.1% | +664.4% | +756.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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