+37.0%
OFS price history and return analytics
+345.7%
-308.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.9% |
| 7D | -2.4% | +2.9% | -5.3% | -4.6% |
| 30D | -11.5% | -2.5% | -9.0% | -9.5% |
| 3M | +4.5% | -3.3% | +7.8% | +7.5% |
| 6M | +10.7% | +1.5% | +9.2% | +9.6% |
| YTD | -11.9% | +11.4% | -23.3% | -18.9% |
| 1Y | -15.3% | +11.9% | -27.2% | -22.4% |
| 3Y | -44.2% | +73.9% | -118.1% | -65.0% |
| 5Y | -35.9% | +57.9% | -93.8% | -57.0% |
| 10Y | +5.0% | +222.6% | -217.6% | -58.8% |
| All | +37.0% | +345.7% | -308.6% | -58.2% |
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