+21.2%
OMER vs VT
+66.2%
-44.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +78.2% |
| 6M | +63.5% | +12.0% | +51.5% | +34.7% |
| YTD | +10.3% | +15.3% | -5.0% | -14.3% |
| 1Y | +353.3% | +22.6% | +330.8% | +220.0% |
| 3Y | +435.3% | +74.7% | +360.6% | +108.5% |
| All | +21.2% | +66.2% | -44.9% | -49.2% |
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 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