-41.9%
OLLI vs VT
+21.4%
-63.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +6.3% | +1.0% | +5.3% | +5.5% |
| 30D | -5.8% | -0.2% | -5.6% | -5.7% |
| 3M | -2.3% | +4.5% | -6.9% | -5.4% |
| 6M | -29.4% | +14.1% | -43.5% | -35.5% |
| YTD | -29.9% | +14.8% | -44.6% | -36.9% |
| 1Y | -41.9% | +21.2% | -63.1% | -49.5% |
| All | -41.9% | +21.4% | -63.3% | -49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling