-40.4%
OXM price history and return analytics
+217.6%
-258.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.0% |
| 7D | +4.0% | -0.1% | +4.1% | +4.1% |
| 30D | +18.6% | -3.1% | +21.6% | +22.8% |
| 3M | -19.2% | -3.5% | -15.7% | -15.9% |
| 6M | -32.7% | +0.5% | -33.1% | -33.9% |
| YTD | -7.6% | +10.8% | -18.4% | -19.4% |
| 1Y | -12.0% | +11.9% | -23.9% | -24.4% |
| 3Y | -59.8% | +73.0% | -132.8% | -79.3% |
| 5Y | -64.4% | +58.6% | -123.0% | -79.5% |
| 10Y | -40.4% | +219.2% | -259.6% | -80.7% |
| All | -40.4% | +217.6% | -258.1% | -80.7% |
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