+3,586.8%
LITE vs OVV
+83.5%
+3,503.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -5.6% | -2.2% | -6.9% |
| 7D | -31.4% | -12.1% | -19.3% | -29.8% |
| 30D | -42.6% | +2.9% | -45.5% | -42.8% |
| 3M | -26.2% | +3.7% | -29.9% | -26.9% |
| 6M | -35.8% | +0.6% | -36.4% | -36.1% |
| YTD | +70.0% | +62.5% | +7.6% | +55.8% |
| 1Y | +232.7% | +72.0% | +160.7% | +201.8% |
| 3Y | +1,365.7% | +39.1% | +1,326.6% | +1,268.1% |
| 5Y | +609.5% | +98.5% | +511.0% | +513.8% |
| 10Y | +1,721.9% | +60.1% | +1,661.9% | +1,210.8% |
| All | +3,586.8% | +83.5% | +3,503.2% | +2,170.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling