+715.9%
VTV vs OMC
+240.4%
+475.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | -1.1% | -4.4% | +3.3% | +0.9% |
| 30D | -1.0% | -7.6% | +6.6% | +2.4% |
| 3M | +4.6% | +4.5% | +0.1% | +1.4% |
| 6M | +13.5% | -0.3% | +13.8% | +12.0% |
| YTD | +18.5% | -0.1% | +18.6% | +14.9% |
| 1Y | +22.9% | +4.6% | +18.3% | +15.5% |
| 3Y | +67.8% | +10.5% | +57.4% | +48.7% |
| 5Y | +81.8% | +31.7% | +50.1% | +40.6% |
| 10Y | +233.0% | +33.5% | +199.5% | +136.8% |
| All | +715.9% | +240.4% | +475.6% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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