-40.1%
OMSE price history and return analytics
+34.4%
-74.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.6% |
| 7D | -6.0% | -1.1% | -4.8% | -6.0% |
| 30D | +5.1% | -1.0% | +6.1% | +5.0% |
| 3M | +0.4% | +3.2% | -2.7% | +0.6% |
| 6M | +0.4% | +12.5% | -12.0% | +3.4% |
| YTD | +2.3% | +14.1% | -11.8% | +5.1% |
| 1Y | -20.8% | +18.9% | -39.7% | -16.9% |
| All | -40.1% | +34.4% | -74.5% | -33.1% |
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 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