+1,402.3%
LITE vs OVV
+50.1%
+1,352.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +5.8% |
| 7D | -35.9% | -16.7% | -19.3% | -33.4% |
| 30D | -51.5% | -1.5% | -50.0% | -51.3% |
| 3M | -35.7% | +1.6% | -37.3% | -36.1% |
| 6M | -43.0% | +2.0% | -45.0% | -43.4% |
| YTD | +46.1% | +56.8% | -10.7% | +32.8% |
| 1Y | +124.7% | +64.8% | +59.9% | +102.0% |
| 3Y | +1,172.1% | +38.3% | +1,133.8% | +1,074.9% |
| 5Y | +477.0% | +84.9% | +392.1% | +389.8% |
| All | +1,402.3% | +50.1% | +1,352.3% | +1,124.1% |
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