-41.0%
OXLC vs VT
+15.2%
-56.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.2% |
| 7D | -0.9% | -0.3% | -0.6% | -0.7% |
| 30D | -25.2% | -1.4% | -23.8% | -24.6% |
| 3M | -24.1% | -1.4% | -22.8% | -23.5% |
| 6M | -26.7% | +5.5% | -32.2% | -29.3% |
| YTD | -42.0% | +12.8% | -54.9% | -47.1% |
| 1Y | -41.0% | +15.4% | -56.4% | -47.9% |
| All | -41.0% | +15.2% | -56.2% | -47.9% |
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