+83.5%
OVV vs LPLA
+78.4%
+5.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | +0.1% |
| 7D | -16.7% | +4.1% | -20.8% | -18.3% |
| 30D | -1.5% | -9.0% | +7.5% | +1.1% |
| 3M | +1.6% | -17.6% | +19.2% | +8.2% |
| 6M | +2.0% | -8.8% | +10.9% | +3.3% |
| YTD | +56.8% | -17.0% | +73.8% | +63.2% |
| 1Y | +64.8% | -20.4% | +85.3% | +74.7% |
| 3Y | +38.3% | +35.4% | +2.8% | +10.6% |
| All | +83.5% | +78.4% | +5.1% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling