+356.3%
OMAB vs VT
+221.8%
+134.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -0.3% | +2.4% | -2.6% | -2.8% |
| 30D | +23.2% | -1.5% | +24.7% | +24.9% |
| 3M | +1.7% | -4.1% | +5.9% | +6.2% |
| 6M | +6.3% | +0.6% | +5.8% | +5.5% |
| YTD | +3.5% | +11.0% | -7.6% | -7.6% |
| 1Y | +9.3% | +13.3% | -4.0% | -4.5% |
| 3Y | +111.9% | +73.4% | +38.5% | +14.4% |
| 5Y | +199.8% | +57.4% | +142.4% | +80.4% |
| All | +356.3% | +221.8% | +134.5% | +2.6% |
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