+230.3%
OLLI vs VT
+217.6%
+12.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +7.1% | -0.1% | +7.2% | +7.2% |
| 30D | +11.7% | -3.1% | +14.7% | +15.1% |
| 3M | +20.1% | -3.5% | +23.6% | +24.3% |
| 6M | +15.9% | +0.5% | +15.5% | +15.0% |
| YTD | -13.1% | +10.8% | -23.8% | -22.2% |
| 1Y | -24.7% | +11.9% | -36.6% | -33.3% |
| 3Y | +21.2% | +73.0% | -51.8% | -32.2% |
| 5Y | +40.7% | +58.6% | -17.9% | -13.3% |
| 10Y | +230.3% | +219.2% | +11.1% | 0.0% |
| All | +230.3% | +217.6% | +12.7% | 0.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling