+262.0%
OLLI vs VT
+226.5%
+35.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +5.7% | +0.4% | +5.3% | +5.3% |
| 30D | -2.3% | +1.0% | -3.3% | -3.2% |
| 3M | +2.8% | +2.4% | +0.4% | +0.3% |
| 6M | -29.6% | +12.0% | -41.6% | -37.3% |
| YTD | -30.1% | +15.3% | -45.5% | -39.6% |
| 1Y | -42.8% | +22.6% | -65.4% | -53.5% |
| 3Y | +3.5% | +74.7% | -71.1% | -41.3% |
| 5Y | +6.7% | +66.1% | -59.4% | -35.9% |
| 10Y | +178.6% | +225.0% | -46.4% | -9.7% |
| All | +262.0% | +226.5% | +35.5% | +4.7% |
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