+64.7%
OVV vs ACI
-23.0%
+87.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.1% |
| 7D | +1.2% | -5.3% | +6.5% | +1.6% |
| 30D | -2.5% | +5.0% | -7.6% | -3.0% |
| 3M | +0.5% | +7.5% | -7.0% | -0.2% |
| 6M | +8.5% | -16.0% | +24.5% | +10.5% |
| YTD | +64.5% | -20.6% | +85.1% | +66.6% |
| 1Y | +64.7% | -23.5% | +88.2% | +69.7% |
| All | +64.7% | -23.0% | +87.7% | +69.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling