-97.7%
OPEX vs VT
+11.0%
-108.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.1% | -16.8% | +1.8% |
| 7D | -16.2% | -4.2% | -12.0% | +10.4% |
| 30D | -45.6% | -5.8% | -39.8% | -21.0% |
| 3M | -82.6% | -5.2% | -77.3% | -74.6% |
| 6M | -92.6% | +0.1% | -92.7% | -91.4% |
| YTD | -95.6% | +8.2% | -103.8% | -97.2% |
| 1Y | -97.7% | +10.1% | -107.8% | -98.7% |
| All | -97.7% | +11.0% | -108.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling