+165.9%
OMER vs VT
+13.0%
+152.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -0.1% |
| 7D | -1.6% | +0.4% | -1.9% | -2.1% |
| 30D | -11.5% | -2.6% | -8.9% | -7.7% |
| 3M | +32.5% | -3.2% | +35.7% | +39.8% |
| 6M | +24.2% | +0.9% | +23.3% | +24.7% |
| YTD | +2.2% | +11.3% | -9.2% | -10.7% |
| All | +165.9% | +13.0% | +152.9% | +130.2% |
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