-60.2%
OXM vs VT
+69.7%
-129.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.7% |
| 7D | +4.1% | -2.3% | +6.4% | +7.1% |
| 30D | +19.6% | -5.0% | +24.6% | +27.2% |
| 3M | -19.7% | -4.9% | -14.8% | -14.7% |
| 6M | -32.8% | -1.5% | -31.2% | -32.6% |
| YTD | -7.5% | +8.5% | -16.0% | -19.5% |
| 1Y | -12.7% | +11.4% | -24.1% | -27.3% |
| 3Y | -60.2% | +70.1% | -130.3% | -84.9% |
| All | -60.2% | +69.7% | -129.9% | -84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling