-35.9%
OFS price history and return analytics
+58.5%
-94.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.0% |
| 7D | -2.4% | +2.9% | -5.3% | -4.0% |
| 30D | -11.5% | -2.5% | -9.0% | -10.0% |
| 3M | +4.5% | -3.3% | +7.8% | +6.7% |
| 6M | +10.7% | +1.5% | +9.2% | +10.1% |
| YTD | -11.9% | +11.4% | -23.3% | -16.8% |
| 1Y | -15.3% | +11.9% | -27.2% | -20.2% |
| 3Y | -44.2% | +73.9% | -118.1% | -58.9% |
| 5Y | -35.9% | +57.9% | -93.8% | -54.7% |
| All | -35.9% | +58.5% | -94.5% | -54.7% |
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