+655.7%
VEEV vs OVV
+58.9%
+596.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -0.7% | +8.0% | -8.8% | -1.4% |
| 30D | +1.4% | -2.0% | +3.4% | +1.5% |
| 3M | +19.4% | +5.4% | +13.9% | +18.6% |
| 6M | +93.6% | +14.3% | +79.4% | +90.7% |
| YTD | +35.1% | +69.4% | -34.4% | +27.9% |
| 1Y | +3.4% | +72.4% | -69.0% | -2.4% |
| 3Y | +81.4% | +58.4% | +23.0% | +70.4% |
| 5Y | -5.1% | +106.1% | -111.2% | -14.0% |
| All | +655.7% | +58.9% | +596.9% | +575.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling