-51.8%
OVV vs ACWI
+330.1%
-381.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +1.0% | +2.3% |
| 7D | -14.9% | -4.0% | -10.9% | -10.3% |
| 30D | -0.9% | -5.8% | +4.9% | +6.9% |
| 3M | +5.6% | -5.0% | +10.6% | +12.0% |
| 6M | -2.5% | +0.7% | -3.2% | -6.0% |
| YTD | +57.8% | +8.4% | +49.4% | +34.6% |
| 1Y | +70.1% | +10.1% | +60.0% | +41.5% |
| 3Y | +35.1% | +70.8% | -35.6% | -38.9% |
| 5Y | +86.1% | +55.4% | +30.7% | -2.3% |
| 10Y | +55.5% | +223.3% | -167.8% | -58.1% |
| All | -51.8% | +330.1% | -381.9% | -91.2% |
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