-28.8%
OPCH vs VT
+75.0%
-103.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | +0.4% | +0.8% | +1.1% |
| 30D | +2.2% | +1.0% | +1.2% | +1.7% |
| 3M | +20.6% | +2.4% | +18.2% | +19.3% |
| 6M | -21.2% | +12.0% | -33.2% | -26.3% |
| YTD | -24.0% | +15.3% | -39.3% | -30.4% |
| 1Y | -15.9% | +22.6% | -38.5% | -25.9% |
| All | -28.8% | +75.0% | -103.8% | -56.8% |
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