+164.8%
OMH vs VT
+23.3%
+141.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -7.1% |
| 7D | -18.3% | +0.4% | -18.7% | -14.3% |
| 30D | +2,283.3% | +1.0% | +2,282.4% | +2,562.6% |
| 3M | +291.8% | +2.4% | +289.4% | +322.5% |
| 6M | +134.4% | +12.0% | +122.4% | +147.7% |
| YTD | +254.0% | +15.3% | +238.6% | +260.1% |
| 1Y | +164.8% | +22.6% | +142.2% | +195.9% |
| All | +164.8% | +23.3% | +141.5% | +195.9% |
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