+48.2%
OVV vs ACWI
+219.0%
-170.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -16.7% | -2.4% | -14.3% | -13.8% |
| 30D | -1.5% | -5.2% | +3.7% | +6.3% |
| 3M | +1.6% | -4.8% | +6.4% | +8.3% |
| 6M | +2.0% | -1.3% | +3.3% | +0.9% |
| YTD | +56.8% | +8.4% | +48.4% | +29.3% |
| 1Y | +64.8% | +11.0% | +53.8% | +29.9% |
| 3Y | +38.3% | +70.6% | -32.3% | -48.8% |
| 5Y | +84.9% | +55.3% | +29.6% | -17.8% |
| All | +48.2% | +219.0% | -170.8% | -72.7% |
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