+84.8%
VTRS vs OVV
+107.0%
-22.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.6% |
| 7D | +4.6% | +8.0% | -3.5% | +3.6% |
| 30D | +19.4% | -2.0% | +21.4% | +19.5% |
| 3M | +30.8% | +5.4% | +25.3% | +29.7% |
| 6M | +21.6% | +14.3% | +7.4% | +19.0% |
| YTD | +71.2% | +69.4% | +1.7% | +57.5% |
| 1Y | +97.6% | +72.4% | +25.2% | +81.2% |
| 3Y | +163.9% | +58.4% | +105.5% | +140.0% |
| All | +84.8% | +107.0% | -22.1% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling