-15.3%
OOMA vs VT
+58.5%
-73.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +4.7% | +2.9% | +1.8% | +2.3% |
| 30D | -8.9% | -2.5% | -6.4% | -6.8% |
| 3M | -8.7% | -3.3% | -5.4% | -5.9% |
| 6M | +0.2% | +1.5% | -1.4% | -1.4% |
| YTD | +56.8% | +11.4% | +45.4% | +41.9% |
| 1Y | +56.5% | +11.9% | +44.6% | +41.0% |
| 3Y | +70.3% | +73.9% | -3.6% | +4.1% |
| 5Y | -15.3% | +57.9% | -73.2% | -44.5% |
| All | -15.3% | +58.5% | -73.9% | -44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling