+62.2%
OVV vs ACI
-21.6%
+83.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +1.7% |
| 7D | -7.3% | -0.6% | -6.7% | -7.2% |
| 30D | -3.6% | +9.5% | -13.1% | -4.3% |
| 3M | -2.6% | +10.1% | -12.7% | -3.4% |
| 6M | +7.6% | -15.4% | +23.0% | +9.7% |
| YTD | +59.6% | -19.5% | +79.2% | +61.8% |
| 1Y | +62.2% | -21.0% | +83.2% | +66.2% |
| All | +62.2% | -21.6% | +83.8% | +66.2% |
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