+640.3%
VEEV vs OVV
-3.4%
+643.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.5% | -3.1% |
| 7D | -0.6% | +0.3% | -0.8% | -0.6% |
| 30D | +28.8% | +11.7% | +17.1% | +27.4% |
| 3M | +54.0% | +9.8% | +44.2% | +52.3% |
| 6M | +46.0% | +26.6% | +19.4% | +42.0% |
| YTD | +23.2% | +67.0% | -43.8% | +16.4% |
| 1Y | +1.9% | +55.9% | -54.1% | -3.3% |
| 3Y | +27.0% | +45.5% | -18.5% | +19.8% |
| 5Y | -13.4% | +157.3% | -170.7% | -24.1% |
| 10Y | +575.2% | +65.0% | +510.2% | +449.3% |
| All | +640.3% | -3.4% | +643.7% | +475.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling