-92.0%
OMH vs VT
+84.8%
-176.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -35.7% | -0.5% | -35.2% | -36.0% |
| 7D | +469.0% | -0.1% | +469.1% | +433.5% |
| 30D | +574.0% | -3.1% | +577.1% | +478.9% |
| 3M | +277.6% | -3.5% | +281.1% | +221.7% |
| 6M | -62.2% | +0.5% | -62.7% | -65.2% |
| YTD | -58.9% | +10.8% | -69.7% | -48.7% |
| 1Y | -71.5% | +11.9% | -83.4% | -64.1% |
| 3Y | -81.7% | +73.0% | -154.7% | -66.9% |
| All | -92.0% | +84.8% | -176.8% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling