-80.4%
OFLX vs VT
+59.8%
-140.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.4% |
| 7D | -8.1% | -0.7% | -7.4% | -7.5% |
| 30D | -9.3% | -1.7% | -7.5% | -7.8% |
| 3M | -19.3% | -2.3% | -17.0% | -17.6% |
| 6M | -15.2% | +1.5% | -16.8% | -16.7% |
| YTD | -16.2% | +12.0% | -28.2% | -25.0% |
| 1Y | -8.6% | +12.9% | -21.5% | -18.8% |
| 3Y | -59.1% | +74.9% | -134.1% | -75.8% |
| 5Y | -80.4% | +59.9% | -140.3% | -87.0% |
| All | -80.4% | +59.8% | -140.1% | -87.0% |
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