-15.2%
OLMA vs VT
+75.0%
-90.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.7% | +0.4% | +4.2% | +4.1% |
| 30D | -7.2% | +1.0% | -8.1% | -8.1% |
| 3M | +0.7% | +2.4% | -1.7% | -1.8% |
| 6M | -55.8% | +12.0% | -67.8% | -60.9% |
| YTD | -57.0% | +15.3% | -72.3% | -63.1% |
| 1Y | +69.3% | +22.6% | +46.7% | +34.8% |
| All | -15.2% | +75.0% | -90.2% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling