-31.4%
OESX price history and return analytics
+65.7%
-97.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.6% |
| 7D | +9.0% | -1.1% | +10.1% | +9.7% |
| 30D | +32.3% | -1.0% | +33.3% | +33.2% |
| 3M | +188.1% | +3.2% | +184.9% | +182.7% |
| 6M | +173.9% | +12.5% | +161.4% | +154.6% |
| YTD | +77.2% | +14.1% | +63.1% | +64.0% |
| 1Y | +208.3% | +18.9% | +189.4% | +178.3% |
| 3Y | +96.0% | +74.1% | +22.0% | +36.9% |
| All | -31.4% | +65.7% | -97.0% | -42.4% |
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