-99.5%
OFAL vs VT
+28.9%
-128.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -17.8% | -1.6% | -16.2% | -16.0% |
| 30D | -43.4% | -2.5% | -40.9% | -41.4% |
| 3M | -76.3% | -1.3% | -75.0% | -75.4% |
| 6M | -96.7% | +3.1% | -99.7% | -96.7% |
| YTD | -96.1% | +10.9% | -107.0% | -96.5% |
| 1Y | -97.5% | +12.1% | -109.5% | -97.8% |
| All | -99.5% | +28.9% | -128.4% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling