-34.6%
OFIX vs VT
+15.2%
-49.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +9.7% |
| 7D | -3.2% | -0.3% | -2.9% | -2.9% |
| 30D | +2.3% | -1.4% | +3.8% | +3.2% |
| 3M | -20.3% | -1.4% | -18.9% | -19.7% |
| 6M | -19.1% | +5.5% | -24.5% | -23.1% |
| YTD | -35.9% | +12.8% | -48.7% | -43.6% |
| 1Y | -34.6% | +15.4% | -50.1% | -44.7% |
| All | -34.6% | +15.2% | -49.8% | -44.7% |
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