+656.9%
OLED vs VT
+363.9%
+293.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -2.2% |
| 7D | -0.9% | -0.3% | -0.6% | -0.6% |
| 30D | +12.2% | -1.4% | +13.7% | +14.5% |
| 3M | +4.6% | -1.4% | +5.9% | +6.8% |
| 6M | -6.1% | +5.5% | -11.6% | -12.7% |
| YTD | -22.0% | +12.8% | -34.8% | -34.2% |
| 1Y | -35.6% | +15.4% | -51.1% | -47.4% |
| 3Y | -36.5% | +76.9% | -113.4% | -70.1% |
| 5Y | -48.5% | +60.4% | -108.9% | -71.1% |
| 10Y | +79.8% | +232.8% | -153.0% | -59.2% |
| All | +656.9% | +363.9% | +293.0% | +26.8% |
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