+207.6%
OC vs VT
+214.8%
-7.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +2.7% |
| 7D | +2.2% | -4.2% | +6.4% | +8.2% |
| 30D | +4.5% | -5.8% | +10.3% | +13.1% |
| 3M | -17.9% | -5.2% | -12.7% | -11.8% |
| 6M | +2.4% | +0.1% | +2.3% | +2.5% |
| YTD | +14.0% | +8.2% | +5.8% | +3.2% |
| 1Y | +14.9% | +10.1% | +4.8% | +1.7% |
| 3Y | +7.6% | +69.7% | -62.0% | -45.8% |
| 5Y | +43.4% | +53.4% | -10.0% | -16.0% |
| All | +207.6% | +214.8% | -7.2% | -23.5% |
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