+350.1%
OMER vs VT
+22.0%
+328.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.8% | +0.4% | +1.4% | +1.0% |
| 30D | +49.8% | +1.0% | +48.8% | +47.6% |
| 3M | +84.9% | +2.4% | +82.5% | +78.6% |
| 6M | +63.5% | +12.0% | +51.5% | +33.2% |
| YTD | +10.3% | +15.3% | -5.0% | -19.7% |
| All | +350.1% | +22.0% | +328.1% | +193.4% |
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 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