-47.1%
OXM price history and return analytics
+221.8%
-268.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | -4.4% | +2.4% | -6.8% | -7.1% |
| 30D | +10.5% | -1.5% | +12.0% | +12.3% |
| 3M | -20.8% | -4.1% | -16.6% | -16.8% |
| 6M | -26.6% | +0.6% | -27.1% | -28.0% |
| YTD | -11.6% | +11.0% | -22.7% | -23.2% |
| 1Y | -15.8% | +13.3% | -29.1% | -28.8% |
| 3Y | -61.1% | +73.4% | -134.5% | -80.0% |
| 5Y | -66.2% | +57.4% | -123.6% | -80.4% |
| All | -47.1% | +221.8% | -268.9% | -84.2% |
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