+266.2%
OMAB vs VT
+215.5%
+50.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | +6.6% | -2.3% | +8.9% | +9.0% |
| 30D | +19.6% | -5.0% | +24.6% | +26.0% |
| 3M | -1.4% | -4.9% | +3.5% | +3.8% |
| 6M | +5.8% | -1.5% | +7.4% | +7.5% |
| YTD | +3.8% | +8.5% | -4.7% | -5.0% |
| 1Y | +10.0% | +11.4% | -1.4% | -2.2% |
| 3Y | +85.6% | +70.1% | +15.5% | +2.3% |
| 5Y | +217.2% | +53.7% | +163.4% | +95.8% |
| All | +266.2% | +215.5% | +50.7% | -20.5% |
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 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