-71.1%
OPAD vs VT
+74.4%
-145.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -2.7% |
| 7D | -10.2% | -0.1% | -10.1% | -10.7% |
| 30D | -22.1% | -3.1% | -19.1% | -27.2% |
| 3M | -55.5% | -3.5% | -52.0% | -59.0% |
| 6M | +214.9% | +0.5% | +214.5% | +201.2% |
| YTD | +74.4% | +10.8% | +63.6% | +42.8% |
| 1Y | +5.5% | +11.9% | -6.4% | -14.6% |
| 3Y | -71.1% | +73.0% | -144.1% | -92.1% |
| All | -71.1% | +74.4% | -145.6% | -92.1% |
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 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