-62.4%
OI vs VT
+221.4%
-283.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.7% |
| 7D | -3.8% | +1.0% | -4.9% | -5.2% |
| 30D | -4.0% | -0.2% | -3.7% | -3.5% |
| 3M | -15.0% | +4.5% | -19.5% | -20.4% |
| 6M | -40.7% | +14.1% | -54.7% | -51.0% |
| YTD | -54.3% | +14.8% | -69.0% | -62.6% |
| 1Y | -47.9% | +21.2% | -69.1% | -60.8% |
| 3Y | -63.8% | +76.6% | -140.3% | -84.2% |
| 5Y | -54.3% | +66.6% | -120.9% | -77.9% |
| 10Y | -62.4% | +222.3% | -284.7% | -92.7% |
| All | -62.4% | +221.4% | -283.9% | -92.7% |
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