-42.4%
OEC price history and return analytics
+18.7%
-61.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.4% |
| 7D | -3.0% | -2.0% | -1.0% | -0.6% |
| 30D | -13.2% | -1.4% | -11.8% | -11.7% |
| 3M | -19.3% | +4.7% | -24.0% | -24.8% |
| 6M | +19.0% | +11.4% | +7.6% | +1.8% |
| YTD | +10.9% | +13.1% | -2.2% | -6.1% |
| 1Y | -42.4% | +19.0% | -61.4% | -57.7% |
| All | -42.4% | +18.7% | -61.1% | -57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling