+1,394.8%
OMAB vs VT
+374.2%
+1,020.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.9% | +0.4% | -1.4% | -1.3% |
| 30D | -9.0% | +1.0% | -10.0% | -9.8% |
| 3M | 0.0% | +2.4% | -2.4% | -1.9% |
| 6M | -11.7% | +12.0% | -23.7% | -19.9% |
| YTD | -5.7% | +15.3% | -21.0% | -16.5% |
| 1Y | +1.8% | +22.6% | -20.8% | -14.7% |
| 3Y | +25.6% | +74.7% | -49.0% | -23.1% |
| 5Y | +188.0% | +66.1% | +121.9% | +83.8% |
| 10Y | +208.4% | +225.0% | -16.6% | +17.7% |
| All | +1,394.8% | +374.2% | +1,020.6% | +311.9% |
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