+142.2%
OII vs VT
+53.2%
+89.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.2% |
| 7D | -18.1% | -4.2% | -14.0% | -13.5% |
| 30D | -24.3% | -5.8% | -18.5% | -18.0% |
| 3M | -29.2% | -5.2% | -24.0% | -24.0% |
| 6M | -9.6% | +0.1% | -9.8% | -10.0% |
| YTD | +41.6% | +8.2% | +33.4% | +27.0% |
| 1Y | +46.9% | +10.1% | +36.7% | +28.6% |
| 3Y | +49.3% | +69.7% | -20.3% | -23.5% |
| 5Y | +142.2% | +53.4% | +88.8% | +48.7% |
| All | +142.2% | +53.2% | +89.0% | +48.7% |
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