-78.7%
OFIX price history and return analytics
+215.5%
-294.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.2% | -12.0% | -12.0% |
| 7D | -13.2% | -2.3% | -10.9% | -10.9% |
| 30D | -14.5% | -5.0% | -9.5% | -9.7% |
| 3M | -25.8% | -4.9% | -20.9% | -21.7% |
| 6M | -35.4% | -1.5% | -33.9% | -34.8% |
| YTD | -48.1% | +8.5% | -56.6% | -52.4% |
| 1Y | -46.4% | +11.4% | -57.8% | -52.1% |
| 3Y | -36.2% | +70.1% | -106.2% | -62.2% |
| 5Y | -78.2% | +53.7% | -131.9% | -85.8% |
| All | -78.7% | +215.5% | -294.2% | -92.7% |
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 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