-98.6%
OPAD vs VT
+88.4%
-187.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.2% | -7.3% | -7.1% |
| 7D | -2.8% | -2.3% | -0.4% | -2.1% |
| 30D | -29.2% | -5.0% | -24.2% | -28.1% |
| 3M | -53.4% | -4.9% | -48.5% | -52.7% |
| 6M | +200.6% | -1.5% | +202.1% | +190.7% |
| YTD | +74.4% | +8.5% | +65.9% | +42.9% |
| 1Y | +19.2% | +11.4% | +7.8% | -6.2% |
| 3Y | -74.4% | +70.1% | -144.4% | -90.8% |
| 5Y | -98.2% | +53.7% | -151.9% | -99.2% |
| All | -98.6% | +88.4% | -187.0% | -99.5% |
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