+116.0%
OFG price history and return analytics
+57.4%
+58.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.1% |
| 30D | +1.2% | -2.6% | +3.8% | +3.4% |
| 3M | -1.5% | -3.2% | +1.8% | +1.1% |
| 6M | +12.8% | +0.9% | +11.9% | +11.0% |
| YTD | +27.8% | +11.3% | +16.5% | +14.3% |
| 1Y | +29.1% | +14.0% | +15.1% | +12.7% |
| 3Y | +75.9% | +75.8% | 0.0% | +2.1% |
| 5Y | +116.0% | +57.8% | +58.1% | +42.1% |
| All | +116.0% | +57.4% | +58.6% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling