+1,937.6%
VRTX vs OVV
+146.7%
+1,790.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.9% |
| 7D | -2.1% | -16.7% | +14.6% | +0.5% |
| 30D | +8.2% | -1.5% | +9.7% | +8.2% |
| 3M | +13.0% | +1.6% | +11.5% | +12.4% |
| 6M | +27.9% | +2.0% | +25.9% | +26.7% |
| YTD | +20.7% | +56.8% | -36.1% | +11.3% |
| 1Y | +31.4% | +64.8% | -33.4% | +20.1% |
| 3Y | +41.8% | +38.3% | +3.6% | +29.9% |
| 5Y | +183.7% | +84.9% | +98.8% | +135.7% |
| 10Y | +592.9% | +54.5% | +538.3% | +371.7% |
| All | +1,937.6% | +146.7% | +1,790.9% | +675.3% |
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