-98.9%
OILD vs VT
+59.8%
-158.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +0.3% |
| 7D | +0.1% | -2.0% | +2.1% | -3.8% |
| 30D | -16.8% | -1.4% | -15.4% | -19.4% |
| 3M | -33.1% | +4.7% | -37.9% | -28.3% |
| 6M | -48.0% | +11.4% | -59.4% | -38.8% |
| YTD | -73.5% | +13.1% | -86.6% | -67.6% |
| 1Y | -76.1% | +19.0% | -95.1% | -66.7% |
| 3Y | -84.3% | +73.9% | -158.2% | -34.5% |
| All | -98.9% | +59.8% | -158.8% | -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 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