-89.8%
OGI vs VT
+53.2%
-143.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | +3.1% |
| 7D | -3.2% | -4.2% | +0.9% | +3.8% |
| 30D | -4.1% | -5.8% | +1.7% | +5.8% |
| 3M | -4.5% | -5.2% | +0.7% | +4.3% |
| 6M | -33.1% | +0.1% | -33.2% | -33.8% |
| YTD | -44.6% | +8.2% | -52.9% | -52.1% |
| 1Y | -39.6% | +10.1% | -49.7% | -49.4% |
| 3Y | -19.8% | +69.7% | -89.5% | -68.7% |
| 5Y | -89.8% | +53.4% | -143.2% | -94.8% |
| All | -89.8% | +53.2% | -143.0% | -94.8% |
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