-80.3%
OFLX vs VT
+65.7%
-145.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.8% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -15.4% | -0.7% | -14.7% | -14.9% |
| 3M | -16.8% | +4.0% | -20.8% | -19.9% |
| 6M | -10.8% | +12.3% | -23.1% | -20.5% |
| YTD | -11.0% | +14.0% | -25.0% | -21.7% |
| 1Y | -21.5% | +20.3% | -41.8% | -34.4% |
| 3Y | -65.3% | +75.4% | -140.7% | -79.6% |
| 5Y | -80.3% | +66.0% | -146.2% | -87.4% |
| All | -80.3% | +65.7% | -145.9% | -87.4% |
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