-97.0%
OPEX vs VT
+15.7%
-112.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.7% | +1.7% | +26.0% | +18.1% |
| 7D | +4.0% | -0.3% | +4.3% | +7.7% |
| 30D | -34.5% | -1.4% | -33.1% | -27.7% |
| 3M | -81.7% | -1.4% | -80.3% | -79.1% |
| 6M | -90.2% | +5.5% | -95.7% | -91.8% |
| YTD | -94.4% | +12.8% | -107.3% | -97.3% |
| 1Y | -96.8% | +15.4% | -112.2% | -98.7% |
| All | -97.0% | +15.7% | -112.8% | -98.7% |
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