+403.2%
OMEX vs VT
+13.3%
+389.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | +12.1% |
| 7D | -12.6% | -0.7% | -11.9% | -37.5% |
| 30D | +1,497.5% | -1.7% | +1,499.3% | +1,298.1% |
| 3M | +1,036.5% | -2.3% | +1,038.8% | +915.5% |
| 6M | +798.2% | +1.5% | +796.7% | +600.9% |
| YTD | +422.4% | +12.0% | +410.4% | +179.9% |
| 1Y | +403.2% | +12.9% | +390.3% | +164.7% |
| All | +403.2% | +13.3% | +389.9% | +164.7% |
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