+109.2%
OILK vs VT
+57.0%
+52.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.3% | +2.4% | -3.6% | -1.7% |
| 30D | -5.7% | -1.5% | -4.2% | -5.5% |
| 3M | +15.7% | -4.1% | +19.8% | +16.5% |
| 6M | +8.3% | +0.6% | +7.8% | +7.8% |
| YTD | +77.4% | +11.0% | +66.4% | +70.6% |
| 1Y | +73.5% | +13.3% | +60.2% | +65.6% |
| 3Y | +57.3% | +73.4% | -16.1% | +26.3% |
| All | +109.2% | +57.0% | +52.2% | +92.7% |
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