-78.1%
OGG vs VT
+66.2%
-144.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -5.2% | +0.4% | -5.7% | -5.5% |
| 30D | +7.8% | +1.0% | +6.8% | +7.0% |
| 3M | +8.6% | +2.4% | +6.2% | +6.8% |
| 6M | -34.8% | +12.0% | -46.8% | -40.3% |
| YTD | -16.6% | +15.3% | -32.0% | -25.2% |
| 1Y | +5.8% | +22.6% | -16.8% | -8.9% |
| 3Y | -10.2% | +74.7% | -84.9% | -41.6% |
| All | -78.1% | +66.2% | -144.2% | -86.5% |
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