+388.6%
OMEX vs VT
+13.0%
+375.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.3% | +28.7% |
| 7D | -11.2% | +0.4% | -11.5% | -27.7% |
| 30D | +1,516.5% | -2.6% | +1,519.1% | +1,235.9% |
| 3M | +1,116.1% | -3.2% | +1,119.3% | +929.2% |
| 6M | +781.1% | +0.9% | +780.2% | +542.1% |
| YTD | +448.5% | +11.3% | +437.2% | +176.1% |
| All | +388.6% | +13.0% | +375.6% | +139.0% |
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