+81.3%
OGIG vs VT
+138.9%
-57.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +1.7% |
| 7D | -5.8% | -4.2% | -1.7% | -0.6% |
| 30D | -10.9% | -5.8% | -5.1% | -3.8% |
| 3M | -7.6% | -5.2% | -2.4% | -1.0% |
| 6M | +2.8% | +0.1% | +2.7% | +2.2% |
| YTD | -13.0% | +8.2% | -21.2% | -21.9% |
| 1Y | -18.5% | +10.1% | -28.6% | -28.4% |
| 3Y | +46.9% | +69.7% | -22.8% | -25.6% |
| 5Y | -18.6% | +53.4% | -72.0% | -51.8% |
| All | +81.3% | +138.9% | -57.6% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling