+1,826.3%
OZK vs VT
+355.4%
+1,470.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +15.6% | -3.1% | +18.6% | +18.7% |
| 3M | -0.5% | -3.5% | +3.0% | +2.6% |
| 6M | +6.8% | +0.5% | +6.4% | +5.5% |
| YTD | +14.8% | +10.8% | +4.0% | +3.0% |
| 1Y | +18.4% | +11.9% | +6.5% | +5.3% |
| 3Y | +51.3% | +73.0% | -21.6% | -9.6% |
| 5Y | +29.4% | +58.6% | -29.2% | -15.2% |
| 10Y | +63.2% | +219.2% | -156.0% | -38.7% |
| All | +1,826.3% | +355.4% | +1,470.8% | +498.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling