+38.3%
OARK vs VT
+83.2%
-44.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.5% |
| 7D | -6.3% | -2.3% | -4.0% | -2.4% |
| 30D | -13.0% | -5.0% | -8.0% | -4.9% |
| 3M | -4.0% | -4.9% | +0.9% | +4.9% |
| 6M | -8.2% | -1.5% | -6.6% | -5.0% |
| YTD | -2.0% | +8.5% | -10.4% | -13.3% |
| 1Y | -6.5% | +11.4% | -17.8% | -20.7% |
| 3Y | +54.1% | +70.1% | -16.0% | -32.6% |
| All | +38.3% | +83.2% | -44.9% | -45.4% |
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