+149.1%
OOMA vs VT
+226.9%
-77.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | 0.0% |
| 7D | -3.0% | -2.0% | -1.0% | -1.3% |
| 30D | +7.8% | -1.4% | +9.2% | +9.3% |
| 3M | +29.3% | +4.7% | +24.6% | +23.6% |
| 6M | +59.2% | +11.4% | +47.8% | +43.5% |
| YTD | +93.3% | +13.1% | +80.2% | +71.3% |
| 1Y | +81.2% | +19.0% | +62.2% | +53.2% |
| 3Y | +66.2% | +73.9% | -7.7% | -1.1% |
| 5Y | +4.5% | +65.4% | -60.9% | -34.9% |
| All | +149.1% | +226.9% | -77.7% | -12.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling