+524.5%
OFG vs VT
+224.5%
+300.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.5% | +0.4% | +1.1% | +1.0% |
| 30D | +0.2% | +1.0% | -0.8% | -1.0% |
| 3M | +16.6% | +2.4% | +14.2% | +12.9% |
| 6M | +34.1% | +12.0% | +22.0% | +16.5% |
| YTD | +32.0% | +15.3% | +16.6% | +10.5% |
| 1Y | +20.1% | +22.6% | -2.5% | -6.7% |
| 3Y | +82.8% | +74.7% | +8.1% | -7.1% |
| 5Y | +154.2% | +66.1% | +88.1% | +37.0% |
| All | +524.5% | +224.5% | +300.0% | +55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling