-79.1%
OMCL price history and return analytics
+65.7%
-144.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.1% | -0.1% | -2.9% | -3.0% |
| 30D | -9.8% | -0.7% | -9.2% | -9.2% |
| 3M | -17.3% | +4.0% | -21.3% | -20.8% |
| 6M | -15.5% | +12.3% | -27.8% | -25.4% |
| YTD | -25.7% | +14.0% | -39.8% | -35.3% |
| 1Y | +2.7% | +20.3% | -17.6% | -15.6% |
| 3Y | -37.3% | +75.4% | -112.8% | -66.0% |
| 5Y | -79.1% | +66.0% | -145.0% | -88.4% |
| All | -79.1% | +65.7% | -144.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling