+178.3%
OMEX price history and return analytics
+74.0%
+104.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -1.0% |
| 7D | -7.4% | +2.4% | -9.7% | -0.7% |
| 30D | +1,465.6% | -1.5% | +1,467.1% | +1,429.5% |
| 3M | +1,001.1% | -4.1% | +1,005.2% | +1,032.6% |
| 6M | +778.9% | +0.6% | +778.4% | +739.1% |
| YTD | +411.2% | +11.0% | +400.2% | +327.4% |
| 1Y | +433.0% | +13.3% | +419.6% | +336.0% |
| 3Y | +178.3% | +73.4% | +104.9% | +94.5% |
| All | +178.3% | +74.0% | +104.3% | +94.5% |
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