-79.7%
OEC vs VT
+53.4%
-133.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.3% | -5.4% |
| 7D | -29.3% | -2.3% | -27.0% | -25.3% |
| 30D | -30.8% | -5.0% | -25.8% | -24.3% |
| 3M | -47.9% | -4.9% | -43.0% | -43.1% |
| 6M | -51.4% | -1.5% | -49.8% | -49.5% |
| YTD | -24.2% | +8.5% | -32.7% | -31.1% |
| 1Y | -12.8% | +11.4% | -24.1% | -23.5% |
| 3Y | -79.8% | +70.1% | -149.9% | -89.8% |
| All | -79.7% | +53.4% | -133.1% | -88.6% |
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