+1,563.7%
LITE vs OVV
+45.7%
+1,518.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.8% |
| 7D | -1.5% | +0.3% | -1.8% | -1.7% |
| 30D | +6.7% | +11.7% | -5.1% | +0.8% |
| 3M | -6.8% | +9.8% | -16.6% | -11.6% |
| 6M | +29.4% | +26.6% | +2.9% | +13.7% |
| YTD | +139.1% | +67.0% | +72.1% | +82.5% |
| 1Y | +521.0% | +55.9% | +465.1% | +387.1% |
| All | +1,563.7% | +45.7% | +1,518.0% | +1,142.7% |
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