+64.8%
OVV vs LPLA
-20.6%
+85.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | -0.6% |
| 7D | -16.7% | +4.1% | -20.8% | -16.9% |
| 30D | -1.5% | -9.0% | +7.5% | -0.8% |
| 3M | +1.6% | -17.6% | +19.2% | +3.2% |
| 6M | +2.0% | -8.8% | +10.9% | +2.7% |
| YTD | +56.8% | -17.0% | +73.8% | +61.3% |
| 1Y | +64.8% | -20.4% | +85.3% | +72.1% |
| All | +64.8% | -20.6% | +85.4% | +72.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling