-62.7%
OI vs VT
+11.9%
-74.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +2.0% |
| 7D | -4.1% | +2.4% | -6.4% | -6.7% |
| 30D | -13.7% | -1.5% | -12.2% | -12.3% |
| 3M | -27.5% | -4.1% | -23.4% | -23.6% |
| 6M | -44.8% | +0.6% | -45.3% | -45.6% |
| YTD | -66.4% | +11.0% | -77.4% | -70.9% |
| 1Y | -62.7% | +13.3% | -76.0% | -68.2% |
| All | -62.7% | +11.9% | -74.6% | -68.2% |
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