+431.4%
OMER price history and return analytics
+74.2%
+357.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -3.3% |
| 7D | -3.5% | -1.1% | -2.4% | -1.6% |
| 30D | +33.3% | -1.0% | +34.3% | +36.0% |
| 3M | +79.6% | +3.2% | +76.4% | +70.8% |
| 6M | +53.2% | +12.5% | +40.7% | +24.0% |
| YTD | +6.4% | +14.1% | -7.7% | -16.9% |
| 1Y | +335.2% | +18.9% | +316.3% | +217.4% |
| 3Y | +431.4% | +74.1% | +357.3% | +61.5% |
| All | +431.4% | +74.2% | +357.2% | +61.5% |
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