+106.0%
OVV vs LPLA
+80.3%
+25.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +8.0% | -0.9% | +9.0% | +8.3% |
| 30D | -2.0% | -9.5% | +7.5% | +0.6% |
| 3M | +5.4% | -21.9% | +27.3% | +14.7% |
| 6M | +14.3% | -2.6% | +16.9% | +12.4% |
| YTD | +69.4% | -17.8% | +87.2% | +76.7% |
| 1Y | +72.4% | -21.2% | +93.5% | +83.1% |
| 3Y | +58.4% | +30.6% | +27.8% | +28.9% |
| All | +106.0% | +80.3% | +25.6% | +33.4% |
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