+90.9%
LYV vs OVV
+148.5%
-57.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.9% | -1.7% | -0.3% | -1.6% |
| 30D | -8.2% | +0.8% | -9.0% | -8.4% |
| 3M | -1.3% | +13.3% | -14.5% | -3.9% |
| 6M | +2.6% | +16.9% | -14.3% | -1.4% |
| YTD | +19.4% | +64.3% | -44.9% | +6.7% |
| 1Y | -2.2% | +54.2% | -56.4% | -11.8% |
| 3Y | +106.0% | +51.3% | +54.7% | +81.7% |
| All | +90.9% | +148.5% | -57.5% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling