+62.3%
OVV vs ACWI
+228.2%
-165.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.5% | -0.2% | -0.6% |
| 30D | +11.7% | +0.9% | +10.9% | +9.9% |
| 3M | +9.8% | +2.4% | +7.4% | +4.1% |
| 6M | +26.6% | +12.4% | +14.2% | +0.3% |
| YTD | +67.0% | +15.2% | +51.9% | +26.6% |
| 1Y | +55.9% | +22.7% | +33.2% | +5.4% |
| 3Y | +45.5% | +75.8% | -30.3% | -47.8% |
| 5Y | +157.3% | +67.7% | +89.6% | +2.1% |
| All | +62.3% | +228.2% | -165.9% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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