+364.4%
OMF price history and return analytics
+226.9%
+137.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | +0.5% |
| 7D | -3.9% | -2.0% | -1.9% | -0.9% |
| 30D | -2.5% | -1.4% | -1.1% | -0.3% |
| 3M | +15.7% | +4.7% | +11.0% | +7.6% |
| 6M | +19.1% | +11.4% | +7.8% | 0.0% |
| YTD | -3.0% | +13.1% | -16.1% | -20.6% |
| 1Y | +9.7% | +19.0% | -9.3% | -17.1% |
| 3Y | +98.1% | +73.9% | +24.2% | -15.9% |
| 5Y | +68.2% | +65.4% | +2.8% | -21.4% |
| All | +364.4% | +226.9% | +137.5% | +0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling