-64.4%
OI vs VT
+69.7%
-134.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.4% |
| 7D | +1.0% | -2.3% | +3.3% | +4.2% |
| 30D | -10.6% | -5.0% | -5.6% | -4.2% |
| 3M | -27.2% | -4.9% | -22.3% | -22.0% |
| 6M | -43.1% | -1.5% | -41.6% | -42.2% |
| YTD | -65.0% | +8.5% | -73.5% | -69.1% |
| 1Y | -60.8% | +11.4% | -72.2% | -66.8% |
| 3Y | -64.4% | +70.1% | -134.5% | -86.4% |
| All | -64.4% | +69.7% | -134.1% | -86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling