-85.0%
OLMA price history and return analytics
+100.6%
-185.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -3.1% |
| 7D | +4.1% | +0.4% | +3.7% | +3.9% |
| 30D | -5.9% | -2.6% | -3.3% | -1.9% |
| 3M | -38.9% | -3.2% | -35.7% | -35.8% |
| 6M | -50.6% | +0.9% | -51.5% | -51.1% |
| YTD | -70.6% | +11.3% | -81.9% | -74.5% |
| 1Y | -11.9% | +14.0% | -25.9% | -26.6% |
| 3Y | -54.4% | +75.8% | -130.3% | -80.2% |
| 5Y | -72.5% | +57.8% | -130.4% | -84.1% |
| All | -85.0% | +100.6% | -185.6% | -91.8% |
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