-75.8%
OXBR vs VT
+53.4%
-129.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +0.2% | +13.3% | +13.3% |
| 7D | +19.4% | -2.3% | +21.7% | +22.0% |
| 30D | -16.4% | -5.0% | -11.4% | -12.5% |
| 3M | -34.3% | -4.9% | -29.4% | -31.1% |
| 6M | -12.6% | -1.5% | -11.1% | -12.1% |
| YTD | -33.8% | +8.5% | -42.3% | -39.8% |
| 1Y | -34.3% | +11.4% | -45.7% | -41.8% |
| 3Y | -32.3% | +70.1% | -102.4% | -59.1% |
| All | -75.8% | +53.4% | -129.2% | -82.7% |
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