+1,103.8%
LITE vs OVV
+35.0%
+1,068.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.9% | -15.8% | -17.4% |
| 7D | -44.6% | -14.9% | -29.7% | -40.0% |
| 30D | -55.0% | -0.9% | -54.1% | -54.5% |
| 3M | -38.3% | +5.6% | -43.9% | -40.4% |
| 6M | -48.8% | -2.5% | -46.3% | -48.7% |
| YTD | +38.3% | +57.8% | -19.5% | +6.5% |
| 1Y | +119.0% | +70.1% | +48.9% | +61.2% |
| All | +1,103.8% | +35.0% | +1,068.9% | +866.8% |
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