+158.7%
OVV vs LPLA
+143.6%
+15.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | +0.1% |
| 7D | -3.7% | -2.1% | -1.7% | -2.9% |
| 30D | +8.0% | -3.3% | +11.3% | +9.4% |
| 3M | +11.3% | +23.5% | -12.3% | +0.7% |
| 6M | +24.0% | +12.0% | +12.0% | +16.0% |
| YTD | +65.3% | -1.7% | +67.0% | +62.7% |
| 1Y | +60.2% | +3.2% | +56.9% | +52.6% |
| 3Y | +46.9% | +46.2% | +0.7% | +15.7% |
| 5Y | +158.7% | +144.9% | +13.8% | +36.6% |
| All | +158.7% | +143.6% | +15.1% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LPLA 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling