-25.3%
OVID vs VT
+60.6%
-85.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +1.7% | +12.5% | +12.3% |
| 7D | +11.8% | -0.3% | +12.1% | +12.4% |
| 30D | +17.1% | -1.4% | +18.5% | +19.4% |
| 3M | +7.9% | -1.4% | +9.3% | +10.1% |
| 6M | -6.5% | +5.5% | -11.9% | -11.7% |
| YTD | +68.1% | +12.8% | +55.3% | +46.4% |
| 1Y | +106.0% | +15.4% | +90.6% | +75.8% |
| 3Y | -23.2% | +76.9% | -100.1% | -55.2% |
| 5Y | -25.3% | +60.4% | -85.7% | -53.2% |
| All | -25.3% | +60.6% | -85.9% | -53.2% |
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