-77.6%
OLMA price history and return analytics
+106.8%
-184.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.9% |
| 7D | +4.0% | +1.0% | +3.0% | +2.6% |
| 30D | -8.8% | -0.2% | -8.6% | -8.5% |
| 3M | +10.3% | +4.5% | +5.7% | +3.8% |
| 6M | -49.0% | +14.1% | -63.1% | -57.5% |
| YTD | -56.1% | +14.8% | -70.8% | -63.7% |
| 1Y | +44.9% | +21.2% | +23.7% | +10.1% |
| 3Y | -5.9% | +76.6% | -82.4% | -59.4% |
| 5Y | -63.2% | +66.6% | -129.8% | -80.2% |
| All | -77.6% | +106.8% | -184.4% | -88.4% |
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 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