+96.9%
OAIM vs VT
+100.4%
-3.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.8% |
| 7D | -1.2% | -0.3% | -0.9% | -0.9% |
| 30D | -4.6% | -1.4% | -3.2% | -3.2% |
| 3M | -2.9% | -1.4% | -1.5% | -1.5% |
| 6M | +0.4% | +5.5% | -5.1% | -4.3% |
| YTD | +10.8% | +12.8% | -2.0% | -0.7% |
| 1Y | +15.8% | +15.4% | +0.4% | +1.6% |
| 3Y | +69.5% | +76.9% | -7.4% | -1.4% |
| All | +96.9% | +100.4% | -3.5% | +1.7% |
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