+525.7%
OMEX price history and return analytics
+13.3%
+512.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | 0.0% | -7.5% | -7.0% |
| 7D | +1,981.8% | -1.6% | +1,983.4% | +1,937.1% |
| 30D | +1,586.7% | -2.5% | +1,589.2% | +1,593.7% |
| 3M | +1,599.5% | -1.3% | +1,600.8% | +1,551.5% |
| 6M | +900.0% | +3.1% | +896.9% | +712.9% |
| YTD | +471.4% | +10.9% | +460.5% | +258.7% |
| All | +525.7% | +13.3% | +512.4% | +265.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling