+399.8%
OFG price history and return analytics
+221.8%
+178.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +1.7% | +2.4% | -0.6% | -1.0% |
| 30D | +1.5% | -1.5% | +3.0% | +2.9% |
| 3M | -2.8% | -4.1% | +1.3% | +1.4% |
| 6M | +18.8% | +0.6% | +18.2% | +16.7% |
| YTD | +29.1% | +11.0% | +18.0% | +12.2% |
| 1Y | +29.9% | +13.3% | +16.5% | +10.1% |
| 3Y | +78.3% | +73.4% | +4.9% | -9.6% |
| 5Y | +118.3% | +57.4% | +60.9% | +24.8% |
| All | +399.8% | +221.8% | +178.0% | +17.8% |
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