-17.7%
OZKAP vs VT
+60.5%
-78.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | +0.1% | -3.1% | +3.2% | +1.5% |
| 3M | -7.5% | -3.5% | -4.0% | -6.1% |
| 6M | -8.2% | +0.5% | -8.7% | -8.7% |
| YTD | -4.5% | +10.8% | -15.3% | -9.8% |
| 1Y | -6.0% | +11.9% | -17.9% | -11.7% |
| 3Y | +16.9% | +73.0% | -56.0% | -15.6% |
| 5Y | -16.8% | +58.6% | -75.4% | -38.9% |
| All | -17.7% | +60.5% | -78.1% | -39.6% |
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