+1,331.0%
LITE vs OVV
+49.6%
+1,281.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.6% |
| 7D | -13.9% | -7.3% | -6.6% | -10.7% |
| 30D | -46.9% | -3.6% | -43.4% | -45.7% |
| 3M | -28.0% | -2.6% | -25.4% | -27.4% |
| 6M | -35.2% | +7.6% | -42.8% | -38.3% |
| YTD | +58.9% | +59.6% | -0.7% | +21.9% |
| 1Y | +125.3% | +62.2% | +63.1% | +70.8% |
| All | +1,331.0% | +49.6% | +1,281.4% | +979.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling