-47.6%
ODYS vs VT
+88.9%
-136.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | -0.3% | +0.4% | -0.7% | 0.0% |
| 30D | -14.9% | +1.0% | -15.9% | -14.5% |
| 3M | -12.9% | +2.4% | -15.3% | -12.1% |
| 6M | -28.9% | +12.0% | -40.9% | -24.3% |
| YTD | +14.2% | +15.3% | -1.1% | +23.9% |
| 1Y | -0.4% | +22.6% | -23.0% | +12.1% |
| 3Y | +30.0% | +74.7% | -44.7% | +94.8% |
| 5Y | -60.3% | +66.1% | -126.5% | -28.9% |
| All | -47.6% | +88.9% | -136.5% | -16.4% |
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