-79.3%
OFIX vs VT
+224.5%
-303.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.2% | +0.4% | -4.7% | -4.7% |
| 30D | -10.8% | +1.0% | -11.8% | -11.8% |
| 3M | -10.2% | +2.4% | -12.5% | -12.8% |
| 6M | -27.8% | +12.0% | -39.8% | -36.1% |
| YTD | -38.7% | +15.3% | -54.1% | -47.3% |
| 1Y | -36.8% | +22.6% | -59.4% | -48.9% |
| 3Y | -56.3% | +74.7% | -131.0% | -74.8% |
| 5Y | -78.2% | +66.1% | -144.4% | -86.9% |
| All | -79.3% | +224.5% | -303.8% | -93.3% |
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