-81.5%
OGG vs VT
+53.2%
-134.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +2.5% |
| 7D | -3.3% | -4.2% | +0.9% | +0.6% |
| 30D | -16.8% | -5.8% | -11.0% | -12.0% |
| 3M | -13.7% | -5.2% | -8.5% | -9.0% |
| 6M | -26.0% | +0.1% | -26.2% | -25.4% |
| YTD | -33.2% | +8.2% | -41.5% | -36.3% |
| 1Y | -23.6% | +10.1% | -33.7% | -27.9% |
| 3Y | -27.9% | +69.7% | -97.5% | -51.3% |
| 5Y | -81.5% | +53.4% | -134.9% | -88.5% |
| All | -81.5% | +53.2% | -134.7% | -88.5% |
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