+336.3%
ODC vs VT
+53.4%
+282.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.3% |
| 7D | -0.7% | -2.3% | +1.6% | +0.4% |
| 30D | -19.2% | -5.0% | -14.3% | -17.2% |
| 3M | -26.4% | -4.9% | -21.5% | -24.6% |
| 6M | -5.2% | -1.5% | -3.6% | -4.6% |
| YTD | +46.1% | +8.5% | +37.7% | +40.1% |
| 1Y | +27.3% | +11.4% | +15.9% | +20.5% |
| 3Y | +155.7% | +70.1% | +85.6% | +101.5% |
| All | +336.3% | +53.4% | +282.9% | +250.1% |
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 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