-76.4%
OILD vs VT
+19.6%
-96.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.4% |
| 7D | -2.8% | -1.1% | -1.7% | -2.0% |
| 30D | -17.4% | -1.0% | -16.4% | -16.7% |
| 3M | -37.7% | +3.2% | -40.9% | -38.7% |
| 6M | -44.2% | +12.5% | -56.7% | -47.4% |
| YTD | -73.7% | +14.1% | -87.8% | -74.3% |
| 1Y | -76.4% | +18.9% | -95.4% | -76.4% |
| All | -76.4% | +19.6% | -96.1% | -76.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling