+54.8%
OVV vs ACWI
+225.4%
-170.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +3.1% |
| 7D | +6.5% | +2.7% | +3.8% | +2.1% |
| 30D | -2.7% | -2.6% | -0.1% | +0.6% |
| 3M | +3.1% | -3.2% | +6.3% | +7.0% |
| 6M | +12.8% | +1.9% | +10.9% | +6.0% |
| YTD | +68.1% | +11.3% | +56.8% | +32.7% |
| 1Y | +73.6% | +11.7% | +62.0% | +36.0% |
| 3Y | +57.6% | +74.4% | -16.8% | -43.6% |
| 5Y | +104.5% | +59.5% | +45.1% | -12.8% |
| All | +54.8% | +225.4% | -170.6% | -71.3% |
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