+200.3%
OC vs VT
+215.5%
-15.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.7% |
| 7D | +0.1% | -2.3% | +2.4% | +3.4% |
| 30D | +6.5% | -5.0% | +11.5% | +13.9% |
| 3M | -18.9% | -4.9% | -14.0% | -13.2% |
| 6M | -0.2% | -1.5% | +1.4% | +2.3% |
| YTD | +11.3% | +8.5% | +2.8% | +0.4% |
| 1Y | +18.7% | +11.4% | +7.4% | +3.4% |
| 3Y | +6.2% | +70.1% | -63.8% | -46.7% |
| 5Y | +40.0% | +53.7% | -13.7% | -18.3% |
| All | +200.3% | +215.5% | -15.3% | -25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling