+202.1%
LMT vs OVV
+48.9%
+153.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.7% |
| 7D | -8.5% | -10.7% | +2.2% | -7.5% |
| 30D | +15.4% | -5.3% | +20.7% | +16.0% |
| 3M | +0.7% | +2.4% | -1.7% | +0.3% |
| 6M | +17.6% | +5.7% | +12.0% | +16.7% |
| YTD | +23.8% | +56.8% | -32.9% | +17.8% |
| 1Y | +31.6% | +59.3% | -27.6% | +24.9% |
| 3Y | +44.0% | +49.0% | -5.0% | +35.5% |
| 5Y | +98.8% | +88.1% | +10.7% | +78.5% |
| 10Y | +202.1% | +42.5% | +159.6% | +132.7% |
| All | +202.1% | +48.9% | +153.3% | +132.7% |
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 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