-61.2%
OIH price history and return analytics
+364.8%
-426.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.0% |
| 7D | -2.2% | -2.0% | -0.2% | +0.5% |
| 30D | +1.2% | -1.4% | +2.6% | +3.1% |
| 3M | -0.6% | +4.7% | -5.4% | -7.2% |
| 6M | +9.9% | +11.4% | -1.4% | -6.3% |
| YTD | +47.6% | +13.1% | +34.5% | +23.4% |
| 1Y | +64.4% | +19.0% | +45.4% | +28.2% |
| 3Y | +25.3% | +73.9% | -48.6% | -41.4% |
| 5Y | +148.2% | +65.4% | +82.8% | +23.6% |
| 10Y | -9.1% | +225.4% | -234.5% | -79.6% |
| All | -61.2% | +364.8% | -426.0% | -94.9% |
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