-97.3%
OGI vs VT
+146.4%
-243.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.0% |
| 7D | -7.4% | -0.1% | -7.2% | -7.3% |
| 30D | -11.2% | -3.1% | -8.1% | -7.1% |
| 3M | -18.9% | -3.5% | -15.4% | -14.6% |
| 6M | -37.4% | +0.5% | -37.8% | -38.1% |
| YTD | -49.3% | +10.8% | -60.1% | -56.6% |
| 1Y | -48.4% | +11.9% | -60.3% | -56.7% |
| 3Y | -30.7% | +73.0% | -103.7% | -69.0% |
| 5Y | -90.5% | +58.6% | -149.1% | -94.9% |
| All | -97.3% | +146.4% | -243.6% | -99.2% |
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