+53.0%
OARK vs VT
+74.0%
-21.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.5% |
| 7D | -0.2% | +2.4% | -2.6% | -3.9% |
| 30D | -9.8% | -1.5% | -8.3% | -7.0% |
| 3M | -9.4% | -4.1% | -5.3% | -2.3% |
| 6M | -7.4% | +0.6% | -8.0% | -7.4% |
| YTD | -2.2% | +11.0% | -13.2% | -16.7% |
| 1Y | -2.2% | +13.3% | -15.6% | -19.5% |
| 3Y | +53.0% | +73.4% | -20.4% | -32.3% |
| All | +53.0% | +74.0% | -21.0% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling