-28.1%
OGG vs VT
+69.4%
-97.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +3.0% |
| 7D | -3.3% | -4.2% | +0.9% | +1.1% |
| 30D | -16.8% | -5.8% | -11.0% | -11.3% |
| 3M | -13.7% | -5.2% | -8.5% | -8.4% |
| 6M | -26.0% | +0.1% | -26.2% | -25.2% |
| YTD | -33.2% | +8.2% | -41.5% | -36.3% |
| 1Y | -23.6% | +10.1% | -33.7% | -27.8% |
| All | -28.1% | +69.4% | -97.4% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling