+130.7%
OFLX price history and return analytics
+368.9%
-238.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.7% |
| 7D | -4.9% | -1.1% | -3.8% | -3.8% |
| 30D | -15.0% | -1.0% | -14.0% | -14.1% |
| 3M | -16.3% | +3.2% | -19.5% | -19.3% |
| 6M | -7.9% | +12.5% | -20.4% | -19.7% |
| YTD | -11.2% | +14.1% | -25.3% | -23.6% |
| 1Y | -22.3% | +18.9% | -41.2% | -36.1% |
| 3Y | -65.3% | +74.1% | -139.4% | -81.4% |
| 5Y | -80.1% | +66.9% | -147.0% | -88.9% |
| 10Y | -16.0% | +228.3% | -244.3% | -78.3% |
| All | +130.7% | +368.9% | -238.2% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling