-76.9%
OGG vs VT
+215.5%
-292.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.2% | +9.2% | +6.8% |
| 7D | +8.5% | -2.3% | +10.8% | +29.3% |
| 30D | -7.6% | -5.0% | -2.7% | +45.0% |
| 3M | -3.4% | -4.9% | +1.5% | +38.2% |
| 6M | -22.0% | -1.5% | -20.5% | -46.5% |
| YTD | -26.9% | +8.5% | -35.4% | -90.6% |
| 1Y | -13.6% | +11.4% | -24.9% | -92.6% |
| 3Y | -21.3% | +70.1% | -91.4% | -100.0% |
| 5Y | -79.8% | +53.7% | -133.5% | -100.0% |
| All | -76.9% | +215.5% | -292.4% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling