-64.1%
OPAD vs VT
+75.0%
-139.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -6.9% | +0.4% | -7.4% | -6.3% |
| 30D | -11.1% | +1.0% | -12.0% | -9.8% |
| 3M | +454.1% | +2.4% | +451.7% | +495.0% |
| 6M | +438.1% | +12.0% | +426.1% | +394.0% |
| YTD | +238.8% | +15.3% | +223.5% | +199.7% |
| 1Y | -16.0% | +22.6% | -38.6% | -30.8% |
| All | -64.1% | +75.0% | -139.1% | -84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling