+44.4%
OVF vs VT
+53.2%
-8.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.5% | -0.8% |
| 7D | -4.3% | -4.2% | -0.2% | -0.5% |
| 30D | -6.5% | -5.8% | -0.7% | -1.2% |
| 3M | -7.5% | -5.2% | -2.3% | -2.7% |
| 6M | -2.9% | +0.1% | -3.0% | -2.6% |
| YTD | +7.8% | +8.2% | -0.4% | +1.3% |
| 1Y | +12.1% | +10.1% | +1.9% | +3.8% |
| 3Y | +68.6% | +69.7% | -1.0% | +11.3% |
| 5Y | +44.4% | +53.4% | -8.9% | -1.3% |
| All | +44.4% | +53.2% | -8.7% | -1.3% |
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 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