-96.5%
OLOX vs VT
+13.0%
-109.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -4.0% |
| 7D | -9.7% | +0.4% | -10.0% | -9.9% |
| 30D | -24.6% | -2.6% | -22.0% | -22.7% |
| 3M | -78.7% | -3.2% | -75.4% | -78.0% |
| 6M | -84.9% | +0.9% | -85.9% | -84.6% |
| YTD | -96.4% | +11.3% | -107.7% | -96.3% |
| All | -96.5% | +13.0% | -109.5% | -96.2% |
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