+315.3%
OTEX price history and return analytics
+357.8%
-42.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -5.0% | +2.9% | -7.9% | -7.2% |
| 30D | -0.6% | -2.5% | +1.9% | +1.3% |
| 3M | +4.8% | -3.3% | +8.1% | +7.5% |
| 6M | +6.3% | +1.5% | +4.7% | +4.3% |
| YTD | -21.2% | +11.4% | -32.6% | -28.3% |
| 1Y | -25.7% | +11.9% | -37.6% | -32.6% |
| 3Y | -24.5% | +73.9% | -98.4% | -51.5% |
| 5Y | -43.5% | +57.9% | -101.3% | -60.4% |
| 10Y | +4.3% | +222.6% | -218.4% | -55.4% |
| All | +315.3% | +357.8% | -42.5% | +57.0% |
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