-19.8%
OPCH vs VT
+21.4%
-41.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -2.0% |
| 7D | +0.4% | +1.0% | -0.6% | +0.5% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | +18.2% | +4.5% | +13.7% | +18.8% |
| 6M | -20.4% | +14.1% | -34.5% | -23.1% |
| YTD | -25.5% | +14.8% | -40.2% | -28.7% |
| 1Y | -19.8% | +21.2% | -41.0% | -30.0% |
| All | -19.8% | +21.4% | -41.2% | -30.0% |
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