+6.0%
OLLI price history and return analytics
+66.2%
-60.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +6.3% | +1.0% | +5.3% | +5.2% |
| 30D | -5.8% | -0.2% | -5.6% | -5.6% |
| 3M | -2.3% | +4.5% | -6.9% | -6.6% |
| 6M | -29.4% | +14.1% | -43.5% | -38.4% |
| YTD | -29.9% | +14.8% | -44.6% | -39.3% |
| 1Y | -41.9% | +21.2% | -63.1% | -52.5% |
| 3Y | +0.1% | +76.6% | -76.5% | -45.9% |
| 5Y | +6.0% | +66.6% | -60.6% | -38.7% |
| All | +6.0% | +66.2% | -60.2% | -38.7% |
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