+113.9%
OFG price history and return analytics
+53.4%
+60.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.1% |
| 7D | +1.6% | -2.3% | +3.9% | +3.6% |
| 30D | +0.7% | -5.0% | +5.7% | +5.1% |
| 3M | -3.2% | -4.9% | +1.6% | +0.8% |
| 6M | +12.1% | -1.5% | +13.7% | +12.8% |
| YTD | +26.9% | +8.5% | +18.4% | +16.1% |
| 1Y | +29.7% | +11.4% | +18.3% | +15.5% |
| 3Y | +72.7% | +70.1% | +2.6% | +3.3% |
| All | +113.9% | +53.4% | +60.5% | +44.7% |
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