-77.5%
OFIX price history and return analytics
+53.4%
-130.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.2% | -12.0% | -12.0% |
| 7D | -13.2% | -2.3% | -10.9% | -10.8% |
| 30D | -14.5% | -5.0% | -9.5% | -9.3% |
| 3M | -25.8% | -4.9% | -20.9% | -21.5% |
| 6M | -35.4% | -1.5% | -33.9% | -34.7% |
| YTD | -48.1% | +8.5% | -56.6% | -52.9% |
| 1Y | -46.4% | +11.4% | -57.8% | -52.7% |
| 3Y | -36.2% | +70.1% | -106.2% | -64.3% |
| All | -77.5% | +53.4% | -130.9% | -86.7% |
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