+1,210.5%
ODC vs VT
+345.0%
+865.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -1.0% |
| 7D | -6.3% | -4.2% | -2.2% | -4.0% |
| 30D | -22.1% | -5.8% | -16.3% | -19.4% |
| 3M | -29.8% | -5.2% | -24.5% | -27.7% |
| 6M | -7.7% | +0.1% | -7.8% | -8.0% |
| YTD | +41.4% | +8.2% | +33.1% | +34.8% |
| 1Y | +22.1% | +10.1% | +12.0% | +15.3% |
| 3Y | +150.2% | +69.7% | +80.5% | +85.1% |
| 5Y | +311.1% | +53.4% | +257.7% | +217.6% |
| 10Y | +426.0% | +219.2% | +206.8% | +172.0% |
| All | +1,210.5% | +345.0% | +865.5% | +428.1% |
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 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