-88.7%
OI price history and return analytics
+357.8%
-446.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.8% |
| 7D | -9.5% | +2.9% | -12.3% | -12.8% |
| 30D | -17.3% | -2.5% | -14.8% | -14.6% |
| 3M | -27.7% | -3.3% | -24.4% | -24.5% |
| 6M | -44.4% | +1.5% | -46.0% | -45.7% |
| YTD | -66.9% | +11.4% | -78.3% | -71.3% |
| 1Y | -62.2% | +11.9% | -74.1% | -67.5% |
| 3Y | -66.6% | +73.9% | -140.5% | -83.7% |
| 5Y | -61.0% | +57.9% | -118.9% | -78.1% |
| 10Y | -73.4% | +222.6% | -296.1% | -93.5% |
| All | -88.7% | +357.8% | -446.5% | -97.8% |
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