+471.3%
VRTX vs OVV
+61.5%
+409.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -2.0% |
| 7D | +0.8% | +0.3% | +0.6% | +0.8% |
| 30D | +12.6% | +11.7% | +0.9% | +11.7% |
| 3M | +23.6% | +9.8% | +13.8% | +22.5% |
| 6M | +14.3% | +26.6% | -12.3% | +11.7% |
| YTD | +20.5% | +67.0% | -46.6% | +14.9% |
| 1Y | +37.6% | +55.9% | -18.3% | +31.8% |
| 3Y | +55.5% | +45.5% | +10.0% | +47.9% |
| 5Y | +175.7% | +157.3% | +18.4% | +142.4% |
| All | +471.3% | +61.5% | +409.7% | +370.9% |
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