-48.7%
OGN vs VT
+68.3%
-117.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.4% |
| 7D | +0.2% | -2.3% | +2.5% | +2.1% |
| 30D | +0.6% | -5.0% | +5.5% | +4.9% |
| 3M | +2.5% | -4.9% | +7.4% | +6.7% |
| 6M | +3.7% | -1.5% | +5.3% | +4.1% |
| YTD | +94.5% | +8.5% | +86.0% | +78.7% |
| 1Y | +108.4% | +11.4% | +97.0% | +87.1% |
| 3Y | +24.0% | +70.1% | -46.1% | -22.6% |
| 5Y | -53.4% | +53.7% | -107.1% | -69.2% |
| All | -48.7% | +68.3% | -117.0% | -65.7% |
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