-50.4%
VTRS vs OVV
+57.3%
-107.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.6% |
| 7D | -3.3% | -2.9% | -0.4% | -2.9% |
| 30D | +1.4% | +0.9% | +0.5% | +1.2% |
| 3M | +4.6% | +11.0% | -6.4% | +2.8% |
| 6M | +18.1% | +22.3% | -4.2% | +13.8% |
| YTD | +34.7% | +65.1% | -30.4% | +24.0% |
| 1Y | +65.6% | +53.1% | +12.5% | +53.8% |
| 3Y | +83.8% | +46.7% | +37.1% | +68.5% |
| 5Y | +46.5% | +155.5% | -109.0% | +18.9% |
| All | -50.4% | +57.3% | -107.7% | -64.3% |
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 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