-73.7%
OFIX vs VT
+228.2%
-301.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +9.3% |
| 7D | -3.2% | -0.3% | -2.9% | -2.6% |
| 30D | +2.3% | -1.4% | +3.8% | +4.1% |
| 3M | -20.3% | -1.4% | -18.9% | -19.1% |
| 6M | -19.1% | +5.5% | -24.5% | -23.8% |
| YTD | -35.9% | +12.8% | -48.7% | -43.6% |
| 1Y | -34.6% | +15.4% | -50.1% | -43.7% |
| 3Y | -20.8% | +76.9% | -97.7% | -54.9% |
| 5Y | -73.8% | +60.4% | -134.2% | -83.7% |
| All | -73.7% | +228.2% | -301.8% | -91.3% |
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