-96.6%
OMH vs VT
+75.0%
-171.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.9% |
| 7D | -18.3% | +0.4% | -18.7% | -17.0% |
| 30D | -52.3% | +1.0% | -53.3% | -50.4% |
| 3M | -92.2% | +2.4% | -94.5% | -91.9% |
| 6M | -95.3% | +12.0% | -107.3% | -93.3% |
| YTD | -92.9% | +15.3% | -108.3% | -88.9% |
| 1Y | -94.7% | +22.6% | -117.3% | -89.4% |
| All | -96.6% | +75.0% | -171.6% | -90.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling