-11.7%
OPAD vs VT
+23.4%
-35.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | +8.9% |
| 7D | -3.8% | +0.1% | -3.9% | -4.4% |
| 30D | -13.3% | +0.8% | -14.1% | -10.0% |
| 3M | +466.4% | +2.8% | +463.6% | +553.6% |
| 6M | +473.9% | +13.0% | +460.9% | +387.2% |
| YTD | +256.2% | +15.4% | +240.8% | +176.3% |
| All | -11.7% | +23.4% | -35.0% | -47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling