+498.6%
ODC vs VT
+224.5%
+274.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.1% | +0.4% | -4.6% | -4.4% |
| 30D | -10.0% | +1.0% | -11.0% | -10.7% |
| 3M | +4.8% | +2.4% | +2.4% | +2.8% |
| 6M | +29.1% | +12.0% | +17.1% | +19.2% |
| YTD | +81.1% | +15.3% | +65.8% | +63.8% |
| 1Y | +38.2% | +22.6% | +15.6% | +19.2% |
| 3Y | +173.1% | +74.7% | +98.5% | +84.8% |
| 5Y | +458.0% | +66.1% | +391.8% | +288.4% |
| All | +498.6% | +224.5% | +274.1% | +142.0% |
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