-48.6%
OVV vs ACWI
+341.7%
-390.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +3.0% |
| 7D | +6.5% | +2.7% | +3.8% | +2.7% |
| 30D | -2.7% | -2.6% | -0.1% | +0.2% |
| 3M | +3.1% | -3.2% | +6.3% | +6.6% |
| 6M | +12.8% | +1.9% | +10.9% | +7.2% |
| YTD | +68.1% | +11.3% | +56.8% | +38.2% |
| 1Y | +73.6% | +11.7% | +62.0% | +41.8% |
| 3Y | +57.6% | +74.4% | -16.8% | -30.8% |
| 5Y | +104.5% | +59.5% | +45.1% | +3.5% |
| 10Y | +58.4% | +225.2% | -166.8% | -57.9% |
| All | -48.6% | +341.7% | -390.3% | -91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling