+487.7%
OFG vs VT
+214.8%
+272.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +3.0% |
| 7D | -0.4% | -4.2% | +3.8% | +4.4% |
| 30D | -0.3% | -5.8% | +5.5% | +6.3% |
| 3M | -3.9% | -5.2% | +1.3% | +1.6% |
| 6M | +12.9% | +0.1% | +12.8% | +11.5% |
| YTD | +26.6% | +8.2% | +18.3% | +13.4% |
| 1Y | +29.7% | +10.1% | +19.6% | +13.7% |
| 3Y | +71.7% | +69.7% | +2.0% | -10.6% |
| 5Y | +111.4% | +53.4% | +58.1% | +24.7% |
| All | +487.7% | +214.8% | +272.9% | +71.5% |
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