-99.5%
OM price history and return analytics
+114.0%
-213.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -3.0% |
| 7D | -6.1% | -0.7% | -5.4% | -5.1% |
| 30D | +4.0% | -1.7% | +5.7% | +7.2% |
| 3M | -13.5% | -2.3% | -11.2% | -10.0% |
| 6M | +14.2% | +1.5% | +12.7% | +12.1% |
| YTD | +12.4% | +12.0% | +0.4% | -5.4% |
| 1Y | -33.0% | +12.9% | -45.8% | -44.2% |
| 3Y | -92.4% | +74.9% | -167.4% | -97.0% |
| 5Y | -99.4% | +59.9% | -159.4% | -99.7% |
| All | -99.5% | +114.0% | -213.5% | -99.8% |
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 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