+380.0%
ODC vs VT
+224.4%
+155.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.2% |
| 7D | +3.9% | -0.7% | +4.6% | +4.4% |
| 30D | -13.6% | -1.7% | -11.9% | -12.5% |
| 3M | -15.7% | -2.3% | -13.4% | -14.4% |
| 6M | -3.4% | +1.5% | -4.9% | -4.6% |
| YTD | +51.9% | +12.0% | +39.8% | +39.9% |
| 1Y | +31.3% | +12.9% | +18.4% | +20.3% |
| 3Y | +166.0% | +74.9% | +91.1% | +79.3% |
| 5Y | +358.5% | +59.9% | +298.5% | +227.3% |
| 10Y | +380.0% | +224.6% | +155.4% | +71.5% |
| All | +380.0% | +224.4% | +155.7% | +71.5% |
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