+171.5%
OMER vs VT
+13.3%
+158.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.4% |
| 7D | +4.5% | -1.6% | +6.1% | +7.1% |
| 30D | -1.8% | -2.5% | +0.7% | +2.1% |
| 3M | +45.5% | -1.3% | +46.8% | +49.7% |
| 6M | +21.3% | +3.1% | +18.2% | +18.2% |
| YTD | +6.3% | +10.9% | -4.6% | -7.1% |
| All | +171.5% | +13.3% | +158.2% | +128.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling