+207.6%
OUNZ vs VT
+228.2%
-20.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.3% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -1.9% | -1.4% | -0.4% | -1.6% |
| 3M | -0.4% | -1.4% | +1.0% | -0.1% |
| 6M | -10.2% | +5.5% | -15.6% | -10.8% |
| YTD | -5.9% | +12.8% | -18.7% | -7.4% |
| 1Y | +3.0% | +15.4% | -12.5% | +1.1% |
| 3Y | +102.4% | +76.9% | +25.6% | +89.9% |
| 5Y | +123.7% | +60.4% | +63.3% | +109.9% |
| All | +207.6% | +228.2% | -20.6% | +165.3% |
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