+546.5%
VEEV vs OVV
+55.1%
+491.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -7.1% | -3.8% | -3.3% | -6.8% |
| 30D | +11.1% | +1.3% | +9.9% | +11.0% |
| 3M | +55.5% | +14.3% | +41.2% | +53.4% |
| 6M | +33.4% | +21.1% | +12.2% | +30.6% |
| YTD | +16.8% | +66.0% | -49.2% | +11.0% |
| 1Y | -7.7% | +59.3% | -67.0% | -12.2% |
| 3Y | +18.4% | +47.6% | -29.2% | +12.0% |
| 5Y | -14.8% | +162.0% | -176.8% | -24.2% |
| 10Y | +546.5% | +56.5% | +490.0% | +465.8% |
| All | +546.5% | +55.1% | +491.4% | +465.8% |
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