+84.0%
OIH vs VT
+57.5%
+26.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | -6.7% | -0.1% | -6.6% | -6.7% |
| 30D | -7.5% | -3.1% | -4.5% | -4.5% |
| 3M | -12.6% | -3.5% | -9.1% | -9.4% |
| 6M | -14.6% | +0.5% | -15.1% | -15.5% |
| YTD | +26.2% | +10.8% | +15.4% | +11.3% |
| 1Y | +26.2% | +11.9% | +14.3% | +10.1% |
| 3Y | +18.7% | +73.0% | -54.3% | -35.0% |
| 5Y | +84.0% | +58.6% | +25.4% | +12.0% |
| All | +84.0% | +57.5% | +26.5% | +12.0% |
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