-87.8%
OMH vs VT
+10.5%
-98.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.9% | +0.2% | -45.1% | -46.0% |
| 7D | +157.3% | -2.3% | +159.7% | +206.5% |
| 30D | +202.9% | -5.0% | +207.8% | +275.5% |
| 3M | +54.9% | -4.9% | +59.8% | +90.2% |
| 6M | -84.5% | -1.5% | -82.9% | -81.8% |
| YTD | -81.8% | +8.5% | -90.3% | -79.7% |
| 1Y | -87.8% | +11.4% | -99.2% | -87.0% |
| All | -87.8% | +10.5% | -98.3% | -87.0% |
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