+439.6%
ODC vs VT
+215.5%
+224.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.2% |
| 7D | -0.7% | -2.3% | +1.6% | +0.9% |
| 30D | -19.2% | -5.0% | -14.3% | -16.4% |
| 3M | -26.4% | -4.9% | -21.5% | -23.9% |
| 6M | -5.2% | -1.5% | -3.6% | -4.5% |
| YTD | +46.1% | +8.5% | +37.7% | +37.6% |
| 1Y | +27.3% | +11.4% | +15.9% | +17.7% |
| 3Y | +155.7% | +70.1% | +85.6% | +75.8% |
| 5Y | +325.0% | +53.7% | +271.2% | +212.2% |
| All | +439.6% | +215.5% | +224.0% | +124.1% |
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