-78.8%
OEC vs VT
+53.2%
-132.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.0% | -4.1% | -24.9% | -23.2% |
| 7D | -24.7% | -4.2% | -20.6% | -18.5% |
| 30D | -27.1% | -5.8% | -21.3% | -19.3% |
| 3M | -36.4% | -5.2% | -31.2% | -30.2% |
| 6M | -49.5% | +0.1% | -49.6% | -48.8% |
| YTD | -20.1% | +8.2% | -28.4% | -27.2% |
| 1Y | -6.3% | +10.1% | -16.4% | -16.5% |
| 3Y | -80.0% | +69.7% | -149.7% | -89.9% |
| 5Y | -78.8% | +53.4% | -132.2% | -88.0% |
| All | -78.8% | +53.2% | -132.0% | -88.0% |
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