+7.0%
OACC vs VT
+32.1%
-25.1%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -0.5% | -2.6% | +2.1% | -0.4% |
| 3M | -0.4% | -3.2% | +2.9% | -0.2% |
| 6M | +0.8% | +0.9% | -0.1% | +0.8% |
| YTD | +1.1% | +11.3% | -10.2% | +0.5% |
| 1Y | +0.9% | +14.0% | -13.1% | +0.2% |
| All | +7.0% | +32.1% | -25.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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