-58.1%
OLED price history and return analytics
+65.7%
-123.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.8% |
| 7D | -4.4% | -0.1% | -4.2% | -4.2% |
| 30D | -11.7% | -0.7% | -11.1% | -10.7% |
| 3M | -10.1% | +4.0% | -14.0% | -15.4% |
| 6M | -18.1% | +12.3% | -30.4% | -33.0% |
| YTD | -30.8% | +14.0% | -44.9% | -44.8% |
| 1Y | -41.8% | +20.3% | -62.1% | -57.6% |
| 3Y | -47.8% | +75.4% | -123.2% | -79.1% |
| 5Y | -58.1% | +66.0% | -124.1% | -80.4% |
| All | -58.1% | +65.7% | -123.8% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling