+350.8%
OLLI price history and return analytics
+217.2%
+133.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -1.1% |
| 7D | +1.3% | -0.7% | +2.0% | +1.9% |
| 30D | +10.3% | -1.7% | +12.1% | +12.1% |
| 3M | +21.1% | -2.3% | +23.4% | +23.8% |
| 6M | +25.9% | +1.5% | +24.4% | +23.6% |
| YTD | -13.0% | +12.0% | -25.1% | -22.7% |
| 1Y | -24.9% | +12.9% | -37.8% | -33.8% |
| 3Y | +21.2% | +74.9% | -53.7% | -31.4% |
| 5Y | +43.9% | +59.9% | -16.0% | -10.4% |
| 10Y | +222.1% | +224.6% | -2.5% | +5.1% |
| All | +350.8% | +217.2% | +133.6% | +34.0% |
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