-0.7%
OMF vs VT
+12.5%
-13.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +0.6% | -3.1% | +3.7% | +3.4% |
| 3M | -10.7% | -3.5% | -7.2% | -7.8% |
| 6M | +4.2% | +0.5% | +3.7% | +3.6% |
| YTD | -11.9% | +10.8% | -22.7% | -19.5% |
| 1Y | -0.7% | +11.9% | -12.6% | -10.4% |
| All | -0.7% | +12.5% | -13.2% | -10.4% |
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