-75.8%
OGG price history and return analytics
+223.7%
-299.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | -25.4% |
| 7D | +16.6% | +0.4% | +16.2% | -2.6% |
| 30D | -5.7% | -2.6% | -3.1% | +7.6% |
| 3M | -4.6% | -3.2% | -1.4% | +7.4% |
| 6M | -18.6% | +0.9% | -19.5% | -59.3% |
| YTD | -23.5% | +11.3% | -34.8% | -93.0% |
| 1Y | -11.6% | +14.0% | -25.6% | -94.4% |
| 3Y | -13.0% | +75.8% | -88.9% | -100.0% |
| 5Y | -78.5% | +57.8% | -136.3% | -100.0% |
| 10Y | -75.8% | +219.8% | -295.6% | -100.0% |
| All | -75.8% | +223.7% | -299.5% | -100.0% |
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