+13.4%
OXLCG vs VT
+33.9%
-20.5%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.9% | +2.4% | -1.5% | +0.7% |
| 30D | +0.7% | -1.5% | +2.2% | +0.8% |
| 3M | -0.5% | -4.1% | +3.6% | -0.3% |
| 6M | +1.7% | +0.6% | +1.1% | +1.6% |
| YTD | +3.2% | +11.0% | -7.8% | +2.5% |
| 1Y | +5.5% | +13.3% | -7.8% | +4.6% |
| All | +13.4% | +33.9% | -20.5% | +10.3% |
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