-44.8%
OLED vs VT
+57.4%
-102.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -2.4% |
| 7D | +0.2% | +0.4% | -0.2% | -0.7% |
| 30D | +20.1% | -2.6% | +22.7% | +25.0% |
| 3M | -0.7% | -3.2% | +2.6% | +4.7% |
| 6M | -0.7% | +0.9% | -1.7% | -2.2% |
| YTD | -21.6% | +11.3% | -32.9% | -35.0% |
| 1Y | -26.4% | +14.0% | -40.4% | -41.6% |
| 3Y | -37.3% | +75.8% | -113.1% | -75.2% |
| 5Y | -44.8% | +57.8% | -102.7% | -71.3% |
| All | -44.8% | +57.4% | -102.2% | -71.3% |
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