+70.8%
OZK price history and return analytics
+229.8%
-159.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.4% |
| 7D | -2.7% | -1.1% | -1.6% | -1.3% |
| 30D | -5.8% | -1.0% | -4.9% | -4.7% |
| 3M | -4.0% | +3.2% | -7.2% | -8.1% |
| 6M | +13.9% | +12.5% | +1.4% | -2.7% |
| YTD | +9.8% | +14.1% | -4.3% | -8.0% |
| 1Y | -2.9% | +18.9% | -21.8% | -22.9% |
| 3Y | +42.5% | +74.1% | -31.6% | -29.2% |
| 5Y | +43.3% | +66.9% | -23.5% | -24.4% |
| All | +70.8% | +229.8% | -159.0% | -63.1% |
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 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