-84.9%
OPAL vs VT
+72.6%
-157.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | 0.0% |
| 7D | -3.9% | -0.3% | -3.6% | -3.6% |
| 30D | -16.9% | -1.4% | -15.4% | -15.8% |
| 3M | -38.3% | -1.4% | -36.9% | -37.5% |
| 6M | -32.1% | +5.5% | -37.6% | -34.5% |
| YTD | -37.2% | +12.8% | -50.0% | -42.0% |
| 1Y | -34.5% | +15.4% | -49.9% | -40.1% |
| 3Y | -75.3% | +76.9% | -152.1% | -81.9% |
| 5Y | -84.9% | +60.4% | -145.3% | -89.5% |
| All | -84.9% | +72.6% | -157.5% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling