-99.5%
OFAL price history and return analytics
+25.8%
-125.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.1% | -14.6% | -12.8% |
| 7D | -24.2% | -4.2% | -20.0% | -18.3% |
| 30D | -48.9% | -5.8% | -43.1% | -43.8% |
| 3M | -70.5% | -5.2% | -65.2% | -67.5% |
| 6M | -97.1% | +0.1% | -97.2% | -96.9% |
| YTD | -96.4% | +8.2% | -104.6% | -96.6% |
| 1Y | -97.6% | +10.1% | -107.8% | -97.8% |
| All | -99.5% | +25.8% | -125.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling