-76.0%
OEC vs VT
+222.7%
-298.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.4% |
| 7D | -4.8% | +2.9% | -7.7% | -9.0% |
| 30D | -31.1% | -2.5% | -28.6% | -27.1% |
| 3M | -38.4% | -3.3% | -35.0% | -34.0% |
| 6M | -46.9% | +1.5% | -48.4% | -47.5% |
| YTD | -24.0% | +11.4% | -35.3% | -34.4% |
| 1Y | -16.0% | +11.9% | -27.9% | -27.9% |
| 3Y | -81.7% | +73.9% | -155.6% | -91.7% |
| 5Y | -79.7% | +57.9% | -137.6% | -89.3% |
| All | -76.0% | +222.7% | -298.7% | -95.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling