+52.7%
OII vs VT
+374.2%
-321.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.6% | +0.4% | +1.2% | +0.9% |
| 30D | +6.9% | +1.0% | +6.0% | +5.3% |
| 3M | +29.2% | +2.4% | +26.8% | +24.3% |
| 6M | +46.3% | +12.0% | +34.3% | +22.2% |
| YTD | +113.9% | +15.3% | +98.6% | +71.7% |
| 1Y | +108.3% | +22.6% | +85.7% | +52.7% |
| 3Y | +113.9% | +74.7% | +39.2% | -5.5% |
| 5Y | +294.8% | +66.1% | +228.6% | +88.7% |
| 10Y | +103.1% | +225.0% | -121.9% | -53.0% |
| All | +52.7% | +374.2% | -321.5% | -81.6% |
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