+48.2%
OVV vs ACGL
+337.7%
-289.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.3% | +1.3% |
| 7D | -16.7% | +0.9% | -17.5% | -17.4% |
| 30D | -1.5% | +13.7% | -15.2% | -10.0% |
| 3M | +1.6% | +8.0% | -6.5% | -4.1% |
| 6M | +2.0% | +13.3% | -11.3% | -7.4% |
| YTD | +56.8% | +11.8% | +45.0% | +41.7% |
| 1Y | +64.8% | +22.2% | +42.6% | +39.6% |
| 3Y | +38.3% | +32.5% | +5.8% | +5.2% |
| 5Y | +84.9% | +160.2% | -75.3% | -22.0% |
| All | +48.2% | +337.7% | -289.5% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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