-94.1%
OIO vs VT
+76.3%
-170.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -12.7% | +0.4% | -13.2% | -12.8% |
| 30D | -4.3% | +1.0% | -5.3% | -4.4% |
| 3M | -2.8% | +2.4% | -5.1% | -2.9% |
| 6M | -82.2% | +12.0% | -94.2% | -82.5% |
| YTD | -85.3% | +15.3% | -100.7% | -85.6% |
| 1Y | -81.1% | +22.6% | -103.7% | -81.7% |
| 3Y | -63.8% | +74.7% | -138.5% | -66.7% |
| All | -94.1% | +76.3% | -170.4% | -94.5% |
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