+116.0%
OILU vs VT
+63.1%
+52.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.0% |
| 7D | +6.0% | +0.4% | +5.6% | +4.9% |
| 30D | +38.1% | +1.0% | +37.2% | +34.8% |
| 3M | +20.6% | +2.4% | +18.2% | +11.6% |
| 6M | +32.8% | +12.0% | +20.8% | -4.5% |
| YTD | +137.2% | +15.3% | +121.9% | +58.4% |
| 1Y | +129.7% | +22.6% | +107.1% | +32.0% |
| 3Y | +15.0% | +74.7% | -59.7% | -69.5% |
| All | +116.0% | +63.1% | +52.9% | -18.9% |
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