+81.2%
OOMA vs VT
+18.7%
+62.5%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.4% |
| 7D | -3.0% | -2.0% | -1.0% | -2.2% |
| 30D | +7.8% | -1.4% | +9.2% | +8.5% |
| 3M | +29.3% | +4.7% | +24.6% | +26.5% |
| 6M | +59.2% | +11.4% | +47.8% | +50.3% |
| YTD | +93.3% | +13.1% | +80.2% | +77.5% |
| 1Y | +81.2% | +19.0% | +62.2% | +51.7% |
| All | +81.2% | +18.7% | +62.5% | +51.7% |
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