+1,321.8%
LITE vs OVV
+51.1%
+1,270.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.9% | -15.8% | -18.1% |
| 7D | -44.6% | -14.9% | -29.7% | -42.6% |
| 30D | -55.0% | -0.9% | -54.1% | -54.8% |
| 3M | -38.3% | +5.6% | -43.9% | -39.1% |
| 6M | -48.8% | -2.5% | -46.3% | -48.7% |
| YTD | +38.3% | +57.8% | -19.5% | +25.5% |
| 1Y | +119.0% | +70.1% | +48.9% | +95.7% |
| 3Y | +1,092.0% | +35.1% | +1,056.9% | +1,004.9% |
| 5Y | +446.1% | +86.1% | +360.0% | +363.0% |
| All | +1,321.8% | +51.1% | +1,270.7% | +1,057.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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