+945.0%
OHI price history and return analytics
+364.8%
+580.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.3% |
| 7D | -0.2% | -2.0% | +1.8% | +1.6% |
| 30D | +3.0% | -1.4% | +4.5% | +4.3% |
| 3M | +3.8% | +4.7% | -1.0% | -1.1% |
| 6M | -0.1% | +11.4% | -11.4% | -10.6% |
| YTD | +10.5% | +13.1% | -2.5% | -3.0% |
| 1Y | +16.2% | +19.0% | -2.8% | -3.1% |
| 3Y | +80.6% | +73.9% | +6.7% | +1.7% |
| 5Y | +110.3% | +65.4% | +44.9% | +21.8% |
| 10Y | +191.0% | +225.4% | -34.4% | -12.4% |
| All | +945.0% | +364.8% | +580.2% | +112.2% |
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