-94.1%
OIO vs VT
+72.5%
-166.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.3% |
| 7D | -10.8% | -0.3% | -10.5% | -10.7% |
| 30D | +0.6% | -1.4% | +2.0% | +0.7% |
| 3M | -3.3% | -1.4% | -1.9% | -3.2% |
| 6M | -5.9% | +5.5% | -11.4% | -6.6% |
| YTD | -85.5% | +12.8% | -98.3% | -85.8% |
| 1Y | -84.7% | +15.4% | -100.1% | -85.1% |
| 3Y | +23.1% | +76.9% | -53.7% | +13.1% |
| All | -94.1% | +72.5% | -166.6% | -94.6% |
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