-99.5%
OFAL price history and return analytics
+29.3%
-128.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.5% | +2.6% | +8.9% | +7.5% |
| 7D | +3.9% | +0.4% | +3.5% | +5.1% |
| 30D | -53.3% | -2.6% | -50.7% | -51.0% |
| 3M | -64.2% | -3.2% | -61.0% | -62.0% |
| 6M | -96.4% | +0.9% | -97.3% | -96.3% |
| YTD | -96.1% | +11.3% | -107.4% | -96.4% |
| 1Y | -97.2% | +14.0% | -111.2% | -97.5% |
| All | -99.5% | +29.3% | -128.8% | -99.6% |
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