+497.3%
OGE vs VT
+374.2%
+123.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.6% | +0.4% | +2.1% | +2.3% |
| 30D | -0.2% | +1.0% | -1.2% | -0.9% |
| 3M | +0.8% | +2.4% | -1.6% | -1.3% |
| 6M | -2.3% | +12.0% | -14.3% | -10.4% |
| YTD | +12.9% | +15.3% | -2.4% | +1.3% |
| 1Y | +9.9% | +22.6% | -12.7% | -5.7% |
| 3Y | +57.4% | +74.7% | -17.2% | +3.4% |
| 5Y | +62.8% | +66.1% | -3.3% | +9.2% |
| 10Y | +127.3% | +225.0% | -97.7% | -8.6% |
| All | +497.3% | +374.2% | +123.1% | +48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling