+156.7%
OVV vs LII
+3,509.2%
-3,352.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | 0.0% | -1.9% |
| 7D | -14.9% | +0.2% | -15.1% | -15.1% |
| 30D | -0.9% | -4.6% | +3.7% | 0.0% |
| 3M | +5.6% | -21.7% | +27.2% | +13.8% |
| 6M | -2.5% | -32.8% | +30.3% | +8.1% |
| YTD | +57.8% | -27.5% | +85.3% | +67.6% |
| 1Y | +70.1% | -28.0% | +98.0% | +80.7% |
| 3Y | +35.1% | -7.2% | +42.4% | +26.4% |
| 5Y | +86.1% | +22.6% | +63.5% | +50.7% |
| 10Y | +55.5% | +171.5% | -116.0% | -6.5% |
| All | +156.7% | +3,509.2% | -3,352.5% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling