+5.4%
OACP vs VT
+65.7%
-60.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -1.3% | +2.4% | -3.6% | -1.5% |
| 30D | +0.7% | -1.5% | +2.2% | +0.9% |
| 3M | -1.8% | -4.1% | +2.4% | -1.3% |
| 6M | -1.6% | +0.6% | -2.1% | -1.7% |
| YTD | -1.8% | +11.0% | -12.8% | -3.0% |
| 1Y | -1.2% | +13.3% | -14.6% | -2.7% |
| 3Y | +14.4% | +73.4% | -59.0% | +6.5% |
| All | +5.4% | +65.7% | -60.3% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling