-89.0%
OPEG vs VT
+15.0%
-104.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -2.6% |
| 7D | +0.5% | +1.0% | -0.5% | -3.8% |
| 30D | -25.3% | -0.2% | -25.1% | -23.4% |
| 3M | -57.3% | +4.5% | -61.8% | -62.7% |
| 6M | -73.2% | +14.1% | -87.3% | -82.9% |
| YTD | -83.4% | +14.8% | -98.2% | -91.2% |
| All | -89.0% | +15.0% | -104.0% | -93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling