+410.5%
OFG price history and return analytics
+224.4%
+186.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -1.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.1% |
| 30D | +0.6% | -1.7% | +2.4% | +2.3% |
| 3M | -1.9% | -2.3% | +0.4% | +0.2% |
| 6M | +16.1% | +1.5% | +14.6% | +12.9% |
| YTD | +27.8% | +12.0% | +15.7% | +10.0% |
| 1Y | +29.4% | +12.9% | +16.6% | +10.3% |
| 3Y | +75.9% | +74.9% | +0.9% | -11.7% |
| 5Y | +116.6% | +59.9% | +56.7% | +21.5% |
| 10Y | +410.5% | +224.6% | +185.9% | +20.5% |
| All | +410.5% | +224.4% | +186.2% | +20.5% |
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