-36.6%
OXBR vs VT
+21.4%
-58.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +10.8% | +1.0% | +9.8% | +9.4% |
| 30D | +8.3% | -0.2% | +8.5% | +8.7% |
| 3M | +68.4% | +4.5% | +63.9% | +57.4% |
| 6M | +53.2% | +14.1% | +39.1% | +15.9% |
| YTD | +9.1% | +14.8% | -5.7% | -19.2% |
| 1Y | -36.6% | +21.2% | -57.8% | -62.0% |
| All | -36.6% | +21.4% | -58.0% | -62.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling