+31.8%
OMC vs VO
+197.9%
-166.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.3% |
| 7D | -6.2% | -2.5% | -3.7% | -4.1% |
| 30D | -7.6% | -3.2% | -4.3% | -4.9% |
| 3M | +7.4% | +3.9% | +3.5% | +3.9% |
| 6M | +0.1% | +9.6% | -9.5% | -7.6% |
| YTD | +0.4% | +11.6% | -11.1% | -8.8% |
| 1Y | +7.8% | +12.6% | -4.8% | -3.0% |
| 3Y | +11.8% | +55.4% | -43.6% | -23.5% |
| 5Y | +32.5% | +41.8% | -9.4% | -2.9% |
| All | +31.8% | +197.9% | -166.1% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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