-84.7%
OLMA price history and return analytics
+100.7%
-185.3%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.6% |
| 7D | +11.2% | +2.9% | +8.4% | +7.1% |
| 30D | +7.1% | -2.5% | +9.6% | +11.7% |
| 3M | -28.0% | -3.3% | -24.6% | -24.1% |
| 6M | -46.2% | +1.5% | -47.7% | -47.1% |
| YTD | -69.9% | +11.4% | -81.3% | -73.9% |
| 1Y | -6.7% | +11.9% | -18.6% | -20.0% |
| 3Y | -52.5% | +73.9% | -126.4% | -78.9% |
| 5Y | -72.2% | +57.9% | -130.1% | -83.8% |
| All | -84.7% | +100.7% | -185.3% | -91.6% |
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 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