+62.2%
OVV vs LII
-28.7%
+90.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.3% | +1.7% |
| 7D | -7.3% | +0.4% | -7.7% | -7.2% |
| 30D | -3.6% | -2.4% | -1.2% | -3.6% |
| 3M | -2.6% | -17.5% | +14.9% | -5.1% |
| 6M | +7.6% | -32.8% | +40.4% | +2.7% |
| YTD | +59.6% | -27.7% | +87.3% | +51.9% |
| 1Y | +62.2% | -28.1% | +90.3% | +54.2% |
| All | +62.2% | -28.7% | +90.9% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling