+117.9%
OGN vs VT
+10.7%
+107.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +2.2% |
| 7D | -0.1% | -4.2% | +4.0% | +2.4% |
| 30D | +0.4% | -5.8% | +6.2% | +4.1% |
| 3M | +1.8% | -5.2% | +7.0% | +5.1% |
| 6M | +3.6% | +0.1% | +3.5% | +1.2% |
| YTD | +93.4% | +8.2% | +85.1% | +74.6% |
| 1Y | +117.9% | +10.1% | +107.8% | +91.7% |
| All | +117.9% | +10.7% | +107.2% | +91.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling