+43.3%
OZK vs VT
+66.2%
-22.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | +1.8% | +1.0% | +0.8% | +0.7% |
| 30D | -4.2% | -0.2% | -3.9% | -3.9% |
| 3M | -0.4% | +4.5% | -4.9% | -5.8% |
| 6M | +11.4% | +14.1% | -2.7% | -5.7% |
| YTD | +10.2% | +14.8% | -4.6% | -7.6% |
| 1Y | -2.6% | +21.2% | -23.8% | -23.7% |
| 3Y | +43.1% | +76.6% | -33.4% | -28.4% |
| 5Y | +43.3% | +66.6% | -23.3% | -23.8% |
| All | +43.3% | +66.2% | -22.9% | -23.8% |
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