+106.4%
OESX price history and return analytics
+229.8%
-123.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.8% |
| 7D | +9.0% | -1.1% | +10.1% | +9.9% |
| 30D | +32.3% | -1.0% | +33.3% | +33.5% |
| 3M | +188.1% | +3.2% | +184.9% | +180.4% |
| 6M | +173.9% | +12.5% | +161.4% | +146.6% |
| YTD | +77.2% | +14.1% | +63.1% | +58.2% |
| 1Y | +208.3% | +18.9% | +189.4% | +165.3% |
| 3Y | +96.0% | +74.1% | +22.0% | +16.5% |
| 5Y | -34.0% | +66.9% | -100.9% | -58.9% |
| All | +106.4% | +229.8% | -123.3% | -25.0% |
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