+646.1%
OC vs VT
+374.2%
+271.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.6% |
| 30D | -9.0% | +1.0% | -10.0% | -10.0% |
| 3M | +15.9% | +2.4% | +13.5% | +13.0% |
| 6M | +20.2% | +12.0% | +8.2% | +5.6% |
| YTD | +26.4% | +15.3% | +11.1% | +7.2% |
| 1Y | -6.6% | +22.6% | -29.2% | -26.5% |
| 3Y | +0.1% | +74.7% | -74.5% | -47.4% |
| 5Y | +59.4% | +66.1% | -6.8% | -9.6% |
| 10Y | +193.8% | +225.0% | -31.2% | -19.7% |
| All | +646.1% | +374.2% | +271.9% | +38.8% |
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 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