+48.2%
OVV vs LII
+5.3%
+42.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.9% |
| 7D | +0.3% | -0.7% | +1.0% | +0.3% |
| 30D | +11.7% | -12.6% | +24.3% | +13.4% |
| 3M | +9.8% | -24.4% | +34.2% | +12.4% |
| 6M | +26.6% | -28.7% | +55.3% | +31.4% |
| YTD | +67.0% | -19.1% | +86.2% | +66.5% |
| 1Y | +55.9% | -29.7% | +85.6% | +61.3% |
| All | +48.2% | +5.3% | +42.9% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling