+1.7%
OII price history and return analytics
+346.0%
-344.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.3% |
| 7D | -16.2% | -2.3% | -13.9% | -13.3% |
| 30D | -21.6% | -5.0% | -16.7% | -15.4% |
| 3M | -30.5% | -4.9% | -25.6% | -25.1% |
| 6M | -7.6% | -1.5% | -6.1% | -5.7% |
| YTD | +42.5% | +8.5% | +34.0% | +25.4% |
| 1Y | +51.4% | +11.4% | +40.1% | +28.1% |
| 3Y | +53.7% | +70.1% | -16.4% | -29.1% |
| 5Y | +143.7% | +53.7% | +90.0% | +30.6% |
| 10Y | +51.1% | +220.0% | -168.9% | -63.8% |
| All | +1.7% | +346.0% | -344.3% | -86.6% |
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 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