+311.1%
OTEX price history and return analytics
+355.4%
-44.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.1% |
| 7D | -4.7% | -0.1% | -4.5% | -4.6% |
| 30D | +3.6% | -3.1% | +6.7% | +6.1% |
| 3M | +0.5% | -3.5% | +4.0% | +3.3% |
| 6M | +1.7% | +0.5% | +1.2% | +0.6% |
| YTD | -22.0% | +10.8% | -32.8% | -28.7% |
| 1Y | -26.3% | +11.9% | -38.2% | -33.2% |
| 3Y | -25.3% | +73.0% | -98.3% | -51.8% |
| 5Y | -43.5% | +58.6% | -102.1% | -60.5% |
| 10Y | +1.8% | +219.2% | -217.4% | -56.1% |
| All | +311.1% | +355.4% | -44.3% | +56.1% |
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 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