-65.6%
OEC price history and return analytics
+66.2%
-131.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | +3.1% | +1.0% | +2.1% | +1.6% |
| 30D | -16.4% | -0.2% | -16.2% | -16.2% |
| 3M | -11.2% | +4.5% | -15.8% | -17.1% |
| 6M | +23.6% | +14.1% | +9.5% | +1.7% |
| YTD | +15.9% | +14.8% | +1.1% | -4.5% |
| 1Y | -42.0% | +21.2% | -63.2% | -55.6% |
| 3Y | -71.7% | +76.6% | -148.3% | -86.8% |
| 5Y | -65.6% | +66.6% | -132.2% | -82.7% |
| All | -65.6% | +66.2% | -131.8% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling