+108.3%
OHI vs VT
+65.7%
+42.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.6% |
| 7D | +0.4% | -0.1% | +0.6% | +0.5% |
| 30D | -0.4% | -0.7% | +0.2% | -0.2% |
| 3M | +4.7% | +4.0% | +0.7% | +2.9% |
| 6M | +1.6% | +12.3% | -10.7% | -3.7% |
| YTD | +11.1% | +14.0% | -2.9% | +4.3% |
| 1Y | +16.9% | +20.3% | -3.4% | +6.8% |
| 3Y | +81.5% | +75.4% | +6.1% | +32.6% |
| 5Y | +108.3% | +66.0% | +42.3% | +55.4% |
| All | +108.3% | +65.7% | +42.6% | +55.4% |
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