-14.0%
OMCL price history and return analytics
+229.8%
-243.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.8% |
| 7D | -4.6% | -1.1% | -3.5% | -3.5% |
| 30D | -11.7% | -1.0% | -10.7% | -10.8% |
| 3M | -13.3% | +3.2% | -16.5% | -16.2% |
| 6M | -12.5% | +12.5% | -25.0% | -22.7% |
| YTD | -27.6% | +14.1% | -41.7% | -36.8% |
| 1Y | -1.5% | +18.9% | -20.4% | -17.7% |
| 3Y | -40.0% | +74.1% | -114.1% | -66.4% |
| 5Y | -79.5% | +66.9% | -146.3% | -87.9% |
| All | -14.0% | +229.8% | -243.7% | -74.7% |
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