+695.7%
OVV vs ACI
+29.9%
+665.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.2% |
| 7D | -16.7% | -2.2% | -14.4% | -16.5% |
| 30D | -1.5% | +10.3% | -11.8% | -3.0% |
| 3M | +1.6% | +7.2% | -5.6% | +0.4% |
| 6M | +2.0% | -18.0% | +20.0% | +4.1% |
| YTD | +56.8% | -22.0% | +78.8% | +61.0% |
| 1Y | +64.8% | -23.4% | +88.2% | +69.7% |
| 3Y | +38.3% | -35.8% | +74.1% | +45.5% |
| 5Y | +84.9% | -43.7% | +128.6% | +94.2% |
| All | +695.7% | +29.9% | +665.8% | +758.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling