+6.1%
OACP vs VT
+67.2%
-61.1%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +1.7% | -1.7% | +3.4% | +1.8% |
| 3M | -0.7% | -2.3% | +1.6% | -0.5% |
| 6M | -1.2% | +1.5% | -2.7% | -1.4% |
| YTD | -1.1% | +12.0% | -13.1% | -2.4% |
| 1Y | -0.9% | +12.9% | -13.7% | -2.3% |
| 3Y | +15.4% | +74.9% | -59.6% | +7.4% |
| All | +6.1% | +67.2% | -61.1% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling