+205.8%
OVL vs VT
+147.1%
+58.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | 0.0% | +1.0% | -1.0% | -1.1% |
| 3M | +1.5% | +2.4% | -0.9% | -1.1% |
| 6M | +13.6% | +12.0% | +1.6% | +0.2% |
| YTD | +15.5% | +15.3% | +0.2% | -1.4% |
| 1Y | +23.0% | +22.6% | +0.4% | -1.7% |
| 3Y | +84.5% | +74.7% | +9.9% | +1.1% |
| 5Y | +83.0% | +66.1% | +16.8% | +6.0% |
| All | +205.8% | +147.1% | +58.7% | +17.0% |
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