-19.1%
OGIG vs VT
+53.4%
-72.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.1% |
| 7D | -1.8% | -2.3% | +0.5% | +1.7% |
| 30D | -9.9% | -5.0% | -5.0% | -2.6% |
| 3M | -6.0% | -4.9% | -1.2% | +1.5% |
| 6M | +2.5% | -1.5% | +4.1% | +4.3% |
| YTD | -12.6% | +8.5% | -21.1% | -24.2% |
| 1Y | -16.4% | +11.4% | -27.7% | -30.5% |
| 3Y | +48.7% | +70.1% | -21.4% | -40.4% |
| All | -19.1% | +53.4% | -72.5% | -58.2% |
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 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