-81.4%
OMEX price history and return analytics
+356.5%
-437.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -7.4% | +2.4% | -9.7% | -8.2% |
| 30D | +1,465.6% | -1.5% | +1,467.1% | +1,466.2% |
| 3M | +1,001.1% | -4.1% | +1,005.2% | +1,027.1% |
| 6M | +778.9% | +0.6% | +778.4% | +772.5% |
| YTD | +411.2% | +11.0% | +400.2% | +379.7% |
| 1Y | +433.0% | +13.3% | +419.6% | +393.7% |
| 3Y | +178.3% | +73.4% | +104.9% | +93.3% |
| 5Y | +51.8% | +57.4% | -5.6% | +10.4% |
| 10Y | +130.9% | +221.7% | -90.8% | -12.2% |
| All | -81.4% | +356.5% | -437.9% | -94.4% |
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 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