+96.1%
OII price history and return analytics
+221.4%
-125.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.5% |
| 7D | -1.2% | +1.0% | -2.3% | -3.0% |
| 30D | +5.6% | -0.2% | +5.9% | +6.0% |
| 3M | +29.3% | +4.5% | +24.8% | +18.5% |
| 6M | +48.1% | +14.1% | +34.1% | +15.0% |
| YTD | +110.9% | +14.8% | +96.1% | +62.4% |
| 1Y | +110.8% | +21.2% | +89.6% | +46.8% |
| 3Y | +104.0% | +76.6% | +27.5% | -28.4% |
| 5Y | +311.7% | +66.6% | +245.1% | +60.5% |
| 10Y | +96.1% | +222.3% | -126.1% | -71.2% |
| All | +96.1% | +221.4% | -125.3% | -71.2% |
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 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