+717.4%
VEEV vs OVV
-9.3%
+726.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -2.0% |
| 7D | -2.9% | -16.7% | +13.7% | -1.2% |
| 30D | +7.5% | -1.5% | +9.0% | +7.6% |
| 3M | +39.5% | +1.6% | +37.9% | +39.0% |
| 6M | +81.5% | +2.0% | +79.5% | +80.5% |
| YTD | +36.1% | +56.8% | -20.7% | +29.1% |
| 1Y | +4.3% | +64.8% | -60.5% | -1.6% |
| 3Y | +54.8% | +38.3% | +16.6% | +46.7% |
| 5Y | -4.7% | +84.9% | -89.6% | -13.9% |
| 10Y | +709.1% | +54.5% | +654.6% | +563.6% |
| All | +717.4% | -9.3% | +726.6% | +538.2% |
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