+20.7%
OPER vs VT
+60.6%
-39.9%
-0.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +0.3% | -1.4% | +1.7% | +0.3% |
| 3M | +1.0% | -1.4% | +2.4% | +1.0% |
| 6M | +1.9% | +5.5% | -3.5% | +1.9% |
| YTD | +3.2% | +12.8% | -9.7% | +3.2% |
| 1Y | +3.8% | +15.4% | -11.6% | +3.8% |
| 3Y | +13.7% | +76.9% | -63.1% | +13.8% |
| 5Y | +20.7% | +60.4% | -39.7% | +20.8% |
| All | +20.7% | +60.6% | -39.9% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling