+8.1%
OII vs VT
+363.9%
-355.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.4% | -7.2% |
| 7D | -12.5% | -0.3% | -12.2% | -12.3% |
| 30D | -20.3% | -1.4% | -18.9% | -18.5% |
| 3M | -27.8% | -1.4% | -26.4% | -26.3% |
| 6M | -2.6% | +5.5% | -8.0% | -10.4% |
| YTD | +51.4% | +12.8% | +38.6% | +25.6% |
| 1Y | +59.0% | +15.4% | +43.5% | +27.5% |
| 3Y | +59.7% | +76.9% | -17.2% | -30.5% |
| 5Y | +167.4% | +60.4% | +107.0% | +34.5% |
| 10Y | +60.6% | +232.8% | -172.2% | -63.8% |
| All | +8.1% | +363.9% | -355.8% | -86.5% |
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