-93.6%
OFAL vs VT
+23.3%
-116.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | 0.0% | +14.9% | +14.9% |
| 7D | -3.3% | +0.4% | -3.8% | -3.6% |
| 30D | -2.0% | +1.0% | -3.0% | -2.2% |
| 3M | -67.2% | +2.4% | -69.6% | -67.4% |
| 6M | -82.7% | +12.0% | -94.7% | -84.5% |
| YTD | -88.1% | +15.3% | -103.4% | -89.6% |
| 1Y | -93.6% | +22.6% | -116.2% | -94.4% |
| All | -93.6% | +23.3% | -116.9% | -94.4% |
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