+117.1%
OMER vs VT
+453.5%
-336.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.8% | +0.4% | +1.4% | +1.3% |
| 30D | +49.8% | +1.0% | +48.8% | +48.3% |
| 3M | +84.9% | +2.4% | +82.5% | +80.4% |
| 6M | +63.5% | +12.0% | +51.5% | +43.5% |
| YTD | +10.3% | +15.3% | -5.0% | -6.8% |
| 1Y | +353.3% | +22.6% | +330.8% | +259.0% |
| 3Y | +435.3% | +74.7% | +360.6% | +188.3% |
| 5Y | +20.3% | +66.1% | -45.8% | -29.2% |
| 10Y | +70.7% | +225.0% | -154.3% | -48.3% |
| All | +117.1% | +453.5% | -336.4% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling