-98.2%
OM price history and return analytics
+76.6%
-174.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | -4.7% | +1.0% | -5.7% | -6.4% |
| 30D | -29.2% | -0.2% | -28.9% | -28.9% |
| 3M | -19.7% | +4.5% | -24.2% | -25.7% |
| 6M | +9.1% | +14.1% | -4.9% | -13.9% |
| YTD | -6.5% | +14.8% | -21.2% | -25.8% |
| 1Y | -74.9% | +21.2% | -96.1% | -81.7% |
| 3Y | -98.2% | +76.6% | -174.8% | -99.6% |
| All | -98.2% | +76.6% | -174.8% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling