-78.1%
ODYS vs VT
+57.4%
-135.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | +0.2% |
| 7D | -17.8% | +0.4% | -18.2% | -17.8% |
| 30D | -31.4% | -2.6% | -28.8% | -32.5% |
| 3M | -60.6% | -3.2% | -57.3% | -61.4% |
| 6M | -60.8% | +0.9% | -61.7% | -60.7% |
| YTD | -47.0% | +11.3% | -58.3% | -43.1% |
| 1Y | -48.2% | +14.0% | -62.2% | -43.5% |
| 3Y | -35.2% | +75.8% | -111.0% | +7.7% |
| 5Y | -78.1% | +57.8% | -136.0% | -61.0% |
| All | -78.1% | +57.4% | -135.5% | -61.0% |
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