-49.5%
OGN price history and return analytics
+76.9%
-126.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | 0.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +0.5% | -0.7% | +1.2% | +1.1% |
| 3M | +2.2% | +4.0% | -1.8% | -1.8% |
| 6M | +110.0% | +12.3% | +97.7% | +88.0% |
| YTD | +91.7% | +14.0% | +77.7% | +69.1% |
| 1Y | +32.9% | +20.3% | +12.6% | +11.4% |
| 3Y | -20.4% | +75.4% | -95.9% | -51.6% |
| 5Y | -52.0% | +66.0% | -117.9% | -70.2% |
| All | -49.5% | +76.9% | -126.4% | -67.6% |
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