-1.4%
OFS price history and return analytics
+229.8%
-231.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.6% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | +6.3% | -1.0% | +7.3% | +7.2% |
| 3M | +11.5% | +3.2% | +8.3% | +8.4% |
| 6M | +13.2% | +12.5% | +0.7% | +2.1% |
| YTD | -10.4% | +14.1% | -24.4% | -20.1% |
| 1Y | -47.3% | +18.9% | -66.2% | -54.8% |
| 3Y | -46.1% | +74.1% | -120.2% | -68.1% |
| 5Y | -28.6% | +66.9% | -95.4% | -56.9% |
| All | -1.4% | +229.8% | -231.2% | -64.5% |
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