-15.9%
OPCH vs VT
+23.3%
-39.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | +0.4% | +0.8% | +1.3% |
| 30D | +2.2% | +1.0% | +1.2% | +2.2% |
| 3M | +20.6% | +2.4% | +18.2% | +21.7% |
| 6M | -21.2% | +12.0% | -33.2% | -23.1% |
| YTD | -24.0% | +15.3% | -39.3% | -27.4% |
| 1Y | -15.9% | +22.6% | -38.5% | -28.2% |
| All | -15.9% | +23.3% | -39.2% | -28.2% |
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