+49.0%
OVV vs LTH
+240.3%
-191.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -10.7% | +7.0% | -17.7% | -11.4% |
| 30D | -5.3% | +15.4% | -20.7% | -6.7% |
| 3M | +2.4% | +7.0% | -4.6% | +1.6% |
| 6M | +5.7% | +46.9% | -41.2% | +0.6% |
| YTD | +56.8% | +76.4% | -19.7% | +44.1% |
| 1Y | +59.3% | +83.7% | -24.5% | +45.1% |
| 3Y | +49.0% | +248.9% | -199.9% | +22.4% |
| All | +49.0% | +240.3% | -191.3% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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