+313.6%
OESX vs VT
+21.4%
+292.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.1% | -0.5% | +22.6% | +22.5% |
| 7D | +37.4% | +1.0% | +36.3% | +36.0% |
| 30D | +54.9% | -0.2% | +55.2% | +55.2% |
| 3M | +222.6% | +4.5% | +218.1% | +210.1% |
| 6M | +182.1% | +14.1% | +168.0% | +147.0% |
| YTD | +98.4% | +14.8% | +83.7% | +78.1% |
| 1Y | +313.6% | +21.2% | +292.4% | +250.7% |
| All | +313.6% | +21.4% | +292.2% | +250.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling