+48.2%
OVV vs LII
+162.0%
-113.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | 0.0% |
| 7D | -16.7% | -0.6% | -16.0% | -16.6% |
| 30D | -1.5% | -4.6% | +3.1% | -0.7% |
| 3M | +1.6% | -21.2% | +22.8% | +8.5% |
| 6M | +2.0% | -36.4% | +38.5% | +14.2% |
| YTD | +56.8% | -28.9% | +85.7% | +65.6% |
| 1Y | +64.8% | -29.5% | +94.4% | +74.4% |
| 3Y | +38.3% | -8.6% | +46.8% | +25.8% |
| 5Y | +84.9% | +20.2% | +64.7% | +43.8% |
| All | +48.2% | +162.0% | -113.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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