+501.0%
ODC price history and return analytics
+222.7%
+278.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.3% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | -2.5% | -0.7% | -1.8% | -2.1% |
| 3M | -12.7% | +4.0% | -16.7% | -15.2% |
| 6M | +34.6% | +12.3% | +22.3% | +24.0% |
| YTD | +76.9% | +14.0% | +62.8% | +61.2% |
| 1Y | +33.2% | +20.3% | +12.9% | +16.5% |
| 3Y | +184.5% | +75.4% | +109.1% | +91.9% |
| 5Y | +454.5% | +66.0% | +388.6% | +285.6% |
| 10Y | +501.0% | +228.2% | +272.8% | +141.0% |
| All | +501.0% | +222.7% | +278.4% | +141.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling