-48.9%
OVV vs ACWI
+356.8%
-405.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.5% | -0.2% | -0.5% |
| 30D | +11.7% | +0.9% | +10.9% | +10.2% |
| 3M | +9.8% | +2.4% | +7.4% | +5.0% |
| 6M | +26.6% | +12.4% | +14.2% | +4.0% |
| YTD | +67.0% | +15.2% | +51.9% | +32.3% |
| 1Y | +55.9% | +22.7% | +33.2% | +12.5% |
| 3Y | +45.5% | +75.8% | -30.3% | -36.3% |
| 5Y | +157.3% | +67.7% | +89.6% | +22.8% |
| 10Y | +65.0% | +229.0% | -164.0% | -56.4% |
| All | -48.9% | +356.8% | -405.8% | -91.4% |
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