+58.4%
OVV vs LPLA
+29.4%
+29.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +8.0% | -0.9% | +9.0% | +8.2% |
| 30D | -2.0% | -9.5% | +7.5% | +0.1% |
| 3M | +5.4% | -21.9% | +27.3% | +12.9% |
| 6M | +14.3% | -2.6% | +16.9% | +12.7% |
| YTD | +69.4% | -17.8% | +87.2% | +76.1% |
| 1Y | +72.4% | -21.2% | +93.5% | +82.2% |
| 3Y | +58.4% | +30.6% | +27.8% | +43.8% |
| All | +58.4% | +29.4% | +29.0% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling