-66.1%
OEC vs VT
+66.2%
-132.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -3.9% | +0.4% | -4.4% | -4.5% |
| 30D | -7.2% | +1.0% | -8.1% | -8.5% |
| 3M | -14.6% | +2.4% | -17.0% | -17.8% |
| 6M | +17.5% | +12.0% | +5.5% | -0.6% |
| YTD | +16.6% | +15.3% | +1.3% | -4.5% |
| 1Y | -40.3% | +22.6% | -62.9% | -55.0% |
| 3Y | -73.5% | +74.7% | -148.2% | -87.4% |
| All | -66.1% | +66.2% | -132.3% | -82.9% |
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