+1,934.0%
VRTX vs OVV
+162.8%
+1,771.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.9% |
| 7D | +0.8% | +0.3% | +0.6% | +0.8% |
| 30D | +12.6% | +11.7% | +0.9% | +10.8% |
| 3M | +23.6% | +9.8% | +13.8% | +21.6% |
| 6M | +14.3% | +26.6% | -12.3% | +9.5% |
| YTD | +20.5% | +67.0% | -46.6% | +10.4% |
| 1Y | +37.6% | +55.9% | -18.3% | +27.0% |
| 3Y | +55.5% | +45.5% | +10.0% | +41.5% |
| 5Y | +175.7% | +157.3% | +18.4% | +116.6% |
| 10Y | +474.2% | +65.0% | +409.2% | +286.0% |
| All | +1,934.0% | +162.8% | +1,771.2% | +668.8% |
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