+1,299.3%
ODC price history and return analytics
+355.4%
+943.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +5.7% | -0.1% | +5.8% | +5.8% |
| 30D | -14.8% | -3.1% | -11.7% | -13.2% |
| 3M | -16.8% | -3.5% | -13.3% | -15.1% |
| 6M | -5.0% | +0.5% | -5.4% | -5.4% |
| YTD | +51.0% | +10.8% | +40.2% | +42.1% |
| 1Y | +31.9% | +11.9% | +20.0% | +23.5% |
| 3Y | +164.4% | +73.0% | +91.4% | +93.6% |
| 5Y | +354.5% | +58.6% | +295.9% | +244.6% |
| 10Y | +425.6% | +219.2% | +206.4% | +171.4% |
| All | +1,299.3% | +355.4% | +943.9% | +456.8% |
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 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