-99.5%
OFAL price history and return analytics
+29.4%
-128.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.6% | +18.6% | +18.9% |
| 7D | +8.9% | +2.9% | +6.0% | +4.3% |
| 30D | -32.8% | -2.5% | -30.3% | -29.8% |
| 3M | -81.2% | -3.3% | -77.8% | -80.1% |
| 6M | -96.8% | +1.5% | -98.3% | -96.7% |
| YTD | -96.1% | +11.4% | -107.4% | -96.4% |
| 1Y | -96.4% | +11.9% | -108.3% | -96.8% |
| All | -99.5% | +29.4% | -128.9% | -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