+348.2%
OGC vs VT
+59.7%
+288.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +7.3% |
| 7D | -0.8% | -0.3% | -0.5% | -0.3% |
| 30D | -3.2% | -1.4% | -1.8% | -1.3% |
| 3M | +3.5% | -1.4% | +4.9% | +5.8% |
| 6M | -13.2% | +5.5% | -18.7% | -16.7% |
| YTD | -8.1% | +12.8% | -20.9% | -17.1% |
| 1Y | +22.8% | +15.4% | +7.4% | +8.7% |
| 3Y | +407.4% | +76.9% | +330.5% | +198.7% |
| All | +348.2% | +59.7% | +288.5% | +159.4% |
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