+49.8%
OC vs VT
+60.6%
-10.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.7% | +6.8% | +6.1% |
| 7D | +10.2% | -0.3% | +10.5% | +10.8% |
| 30D | +9.6% | -1.4% | +11.0% | +11.8% |
| 3M | -11.6% | -1.4% | -10.2% | -9.8% |
| 6M | +10.7% | +5.5% | +5.2% | +3.3% |
| YTD | +17.3% | +12.8% | +4.5% | -0.1% |
| 1Y | +7.0% | +15.4% | -8.5% | -11.7% |
| 3Y | +10.7% | +76.9% | -66.2% | -48.3% |
| 5Y | +49.8% | +60.4% | -10.6% | -18.8% |
| All | +49.8% | +60.6% | -10.8% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling