+48.2%
OVV vs ACWI
+76.1%
-27.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.5% | -0.2% | -0.2% |
| 30D | +11.7% | +0.9% | +10.9% | +10.8% |
| 3M | +9.8% | +2.4% | +7.4% | +7.2% |
| 6M | +26.6% | +12.4% | +14.2% | +11.9% |
| YTD | +67.0% | +15.2% | +51.9% | +43.0% |
| 1Y | +55.9% | +22.7% | +33.2% | +22.7% |
| All | +48.2% | +76.1% | -27.9% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling