-42.0%
OXM price history and return analytics
+226.9%
-268.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +2.0% |
| 7D | -15.5% | -2.0% | -13.5% | -13.4% |
| 30D | -14.7% | -1.4% | -13.3% | -13.3% |
| 3M | -27.3% | +4.7% | -32.0% | -32.0% |
| 6M | -16.8% | +11.4% | -28.2% | -27.8% |
| YTD | -4.9% | +13.1% | -18.0% | -18.9% |
| 1Y | -18.1% | +19.0% | -37.1% | -34.2% |
| 3Y | -62.6% | +73.9% | -136.5% | -80.7% |
| 5Y | -58.0% | +65.4% | -123.4% | -77.0% |
| All | -42.0% | +226.9% | -268.9% | -83.2% |
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