+89.1%
OAIM vs VT
+92.6%
-3.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.6% |
| 7D | -3.4% | -2.3% | -1.1% | -1.1% |
| 30D | -6.5% | -5.0% | -1.6% | -1.7% |
| 3M | -6.1% | -4.9% | -1.3% | -1.4% |
| 6M | -6.9% | -1.5% | -5.4% | -5.2% |
| YTD | +6.4% | +8.5% | -2.0% | -0.8% |
| 1Y | +12.2% | +11.4% | +0.9% | +2.0% |
| 3Y | +63.1% | +70.1% | -6.9% | -1.3% |
| All | +89.1% | +92.6% | -3.5% | +1.6% |
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