-88.5%
OPEG vs VT
+15.6%
-104.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | -2.6% |
| 7D | -15.2% | +0.1% | -15.3% | -15.3% |
| 30D | -46.4% | +0.8% | -47.2% | -47.4% |
| 3M | -65.5% | +2.8% | -68.2% | -66.9% |
| 6M | -71.9% | +13.0% | -84.9% | -81.3% |
| YTD | -82.7% | +15.4% | -98.1% | -91.0% |
| All | -88.5% | +15.6% | -104.1% | -93.8% |
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 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