+46.4%
VTRS vs OVV
+148.5%
-102.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -2.2% | -1.7% | -0.5% | -2.0% |
| 30D | +3.3% | +0.8% | +2.5% | +3.2% |
| 3M | +2.0% | +13.3% | -11.3% | +0.2% |
| 6M | +19.9% | +16.9% | +3.0% | +16.6% |
| YTD | +35.7% | +64.3% | -28.5% | +25.4% |
| 1Y | +68.1% | +54.2% | +13.9% | +56.4% |
| 3Y | +87.1% | +51.3% | +35.7% | +70.8% |
| All | +46.4% | +148.5% | -102.1% | +20.6% |
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