-49.1%
OGN vs VT
+78.9%
-128.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | +1.7% | +1.0% | +0.7% | +0.8% |
| 3M | +3.0% | +2.4% | +0.6% | +0.4% |
| 6M | +101.2% | +12.0% | +89.2% | +80.6% |
| YTD | +93.2% | +15.3% | +77.9% | +68.8% |
| 1Y | +43.5% | +22.6% | +20.9% | +18.3% |
| 3Y | -30.1% | +74.7% | -104.8% | -57.4% |
| 5Y | -52.8% | +66.1% | -119.0% | -70.9% |
| All | -49.1% | +78.9% | -128.0% | -67.6% |
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