+72.4%
OVV vs ACI
-23.3%
+95.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +0.8% |
| 7D | +8.0% | +2.3% | +5.8% | +7.9% |
| 30D | -2.0% | +1.2% | -3.3% | -2.2% |
| 3M | +5.4% | +6.8% | -1.4% | +4.8% |
| 6M | +14.3% | -18.7% | +33.0% | +17.2% |
| YTD | +69.4% | -20.2% | +89.6% | +71.7% |
| 1Y | +72.4% | -23.7% | +96.1% | +76.6% |
| All | +72.4% | -23.3% | +95.7% | +76.6% |
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