-57.1%
ODD vs VT
+61.0%
-118.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -0.6% |
| 7D | -6.1% | -4.2% | -1.9% | -1.0% |
| 30D | +5.8% | -5.8% | +11.6% | +13.8% |
| 3M | +33.8% | -5.2% | +39.1% | +43.4% |
| 6M | +38.3% | +0.1% | +38.2% | +38.2% |
| YTD | -49.3% | +8.2% | -57.5% | -55.1% |
| 1Y | -51.8% | +10.1% | -62.0% | -58.4% |
| 3Y | -26.0% | +69.7% | -95.6% | -70.4% |
| All | -57.1% | +61.0% | -118.1% | -80.7% |
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