-75.3%
OFIX vs VT
+53.2%
-128.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.2% | -3.9% |
| 7D | -12.9% | -4.2% | -8.7% | -8.4% |
| 30D | -5.2% | -5.8% | +0.6% | +1.4% |
| 3M | -14.4% | -5.2% | -9.2% | -9.1% |
| 6M | -28.3% | +0.1% | -28.4% | -28.9% |
| YTD | -41.2% | +8.2% | -49.4% | -46.4% |
| 1Y | -40.4% | +10.1% | -50.5% | -46.8% |
| 3Y | -27.4% | +69.7% | -97.0% | -59.2% |
| 5Y | -75.3% | +53.4% | -128.6% | -85.3% |
| All | -75.3% | +53.2% | -128.5% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling