-64.8%
OFLX vs VT
+76.6%
-141.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.9% |
| 7D | -0.5% | +1.0% | -1.5% | -1.5% |
| 30D | -15.9% | -0.2% | -15.7% | -15.8% |
| 3M | -14.0% | +4.5% | -18.5% | -17.6% |
| 6M | -11.2% | +14.1% | -25.2% | -22.3% |
| YTD | -9.8% | +14.8% | -24.5% | -21.2% |
| 1Y | -21.9% | +21.2% | -43.1% | -35.4% |
| 3Y | -64.8% | +76.6% | -141.3% | -80.1% |
| All | -64.8% | +76.6% | -141.4% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling