+57.9%
OMF vs VT
+57.4%
+0.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -2.7% |
| 7D | -1.3% | +0.4% | -1.7% | -2.1% |
| 30D | +0.9% | -2.6% | +3.5% | +4.4% |
| 3M | -11.5% | -3.2% | -8.3% | -7.5% |
| 6M | +4.4% | +0.9% | +3.5% | +2.5% |
| YTD | -11.6% | +11.3% | -23.0% | -25.0% |
| 1Y | +0.9% | +14.0% | -13.1% | -17.2% |
| 3Y | +89.6% | +75.8% | +13.8% | -15.0% |
| 5Y | +57.9% | +57.8% | 0.0% | -23.0% |
| All | +57.9% | +57.4% | +0.5% | -23.0% |
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 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