-83.4%
OI vs VT
+374.2%
-457.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.4% | +0.4% | -3.8% | -3.9% |
| 30D | -4.4% | +1.0% | -5.4% | -5.6% |
| 3M | -11.1% | +2.4% | -13.5% | -13.9% |
| 6M | -42.5% | +12.0% | -54.5% | -50.3% |
| YTD | -51.6% | +15.3% | -67.0% | -59.8% |
| 1Y | -43.5% | +22.6% | -66.1% | -56.8% |
| 3Y | -64.8% | +74.7% | -139.5% | -82.9% |
| 5Y | -54.1% | +66.1% | -120.2% | -75.8% |
| 10Y | -59.7% | +225.0% | -284.7% | -90.2% |
| All | -83.4% | +374.2% | -457.6% | -96.9% |
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