+180.0%
OLLI price history and return analytics
+226.9%
-46.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -0.4% |
| 30D | -8.6% | -1.4% | -7.2% | -7.3% |
| 3M | -8.1% | +4.7% | -12.9% | -12.3% |
| 6M | -32.6% | +11.4% | -43.9% | -39.8% |
| YTD | -34.4% | +13.1% | -47.4% | -42.4% |
| 1Y | -44.6% | +19.0% | -63.6% | -53.8% |
| 3Y | -6.4% | +73.9% | -80.3% | -47.8% |
| 5Y | +1.5% | +65.4% | -63.9% | -39.8% |
| All | +180.0% | +226.9% | -46.9% | -16.8% |
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 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