+79.3%
VTRS vs OVV
+160.1%
-80.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -0.1% | -3.7% | +3.6% | +0.6% |
| 30D | +1.9% | +8.0% | -6.1% | +0.3% |
| 3M | +5.1% | +11.3% | -6.2% | +2.6% |
| 6M | +20.1% | +24.0% | -3.9% | +14.1% |
| YTD | +36.6% | +65.3% | -28.8% | +22.7% |
| 1Y | +64.1% | +60.2% | +3.9% | +47.9% |
| 3Y | +86.4% | +46.9% | +39.4% | +66.5% |
| 5Y | +40.9% | +158.7% | -117.8% | +6.7% |
| 10Y | -48.7% | +50.8% | -99.6% | -66.5% |
| All | +79.3% | +160.1% | -80.8% | -19.0% |
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 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