+119.0%
OMER price history and return analytics
+450.7%
-331.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | +2.0% | +1.0% | +1.0% | +0.7% |
| 30D | +44.3% | -0.2% | +44.5% | +45.0% |
| 3M | +94.1% | +4.5% | +89.6% | +84.6% |
| 6M | +65.7% | +14.1% | +51.6% | +42.3% |
| YTD | +11.3% | +14.8% | -3.5% | -5.4% |
| 1Y | +354.2% | +21.2% | +333.0% | +264.5% |
| 3Y | +467.4% | +76.6% | +390.8% | +202.0% |
| 5Y | +23.6% | +66.6% | -43.0% | -27.4% |
| 10Y | +67.9% | +222.3% | -154.4% | -48.7% |
| All | +119.0% | +450.7% | -331.7% | -57.9% |
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