+290.6%
OII vs VT
+66.2%
+224.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.6% | +0.4% | +1.2% | +1.0% |
| 30D | +6.9% | +1.0% | +6.0% | +5.5% |
| 3M | +29.2% | +2.4% | +26.8% | +25.0% |
| 6M | +46.3% | +12.0% | +34.3% | +24.9% |
| YTD | +113.9% | +15.3% | +98.6% | +76.0% |
| 1Y | +108.3% | +22.6% | +85.7% | +57.8% |
| 3Y | +113.9% | +74.7% | +39.2% | +4.3% |
| All | +290.6% | +66.2% | +224.4% | +110.4% |
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 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