+470.4%
VRTX vs OVV
+58.9%
+411.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -1.6% | +8.0% | -9.6% | -2.1% |
| 30D | +8.0% | -2.0% | +10.1% | +8.1% |
| 3M | +4.3% | +5.4% | -1.1% | +3.7% |
| 6M | +18.9% | +14.3% | +4.6% | +17.3% |
| YTD | +18.8% | +69.4% | -50.6% | +13.2% |
| 1Y | +24.0% | +72.4% | -48.4% | +17.9% |
| 3Y | +42.1% | +58.4% | -16.2% | +34.4% |
| 5Y | +187.6% | +106.1% | +81.5% | +159.3% |
| All | +470.4% | +58.9% | +411.6% | +391.1% |
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 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