-98.9%
OILD vs VT
+61.3%
-160.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | +1.0% |
| 7D | -2.8% | -1.1% | -1.7% | -4.9% |
| 30D | -17.4% | -1.0% | -16.4% | -19.3% |
| 3M | -37.7% | +3.2% | -40.9% | -35.1% |
| 6M | -44.2% | +12.5% | -56.7% | -32.9% |
| YTD | -73.7% | +14.1% | -87.8% | -67.2% |
| 1Y | -76.4% | +18.9% | -95.4% | -67.3% |
| 3Y | -85.0% | +74.1% | -159.1% | -37.6% |
| All | -98.9% | +61.3% | -160.2% | -95.2% |
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