+19.4%
OMAH vs VT
+34.2%
-14.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +1.6% | +2.4% | -0.8% | +0.4% |
| 30D | +4.1% | -1.5% | +5.7% | +4.8% |
| 3M | +3.4% | -4.1% | +7.5% | +5.5% |
| 6M | +5.9% | +0.6% | +5.4% | +5.1% |
| YTD | +11.8% | +11.0% | +0.8% | +3.8% |
| 1Y | +12.1% | +13.3% | -1.3% | +2.4% |
| All | +19.4% | +34.2% | -14.8% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling