-4.5%
OPFI vs VT
+57.0%
-61.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -3.7% | +2.4% | -6.1% | -6.9% |
| 30D | +4.4% | -1.5% | +5.9% | +6.5% |
| 3M | -16.7% | -4.1% | -12.6% | -11.7% |
| 6M | -33.0% | +0.6% | -33.5% | -33.7% |
| YTD | -43.2% | +11.0% | -54.2% | -51.6% |
| 1Y | -38.6% | +13.3% | -51.9% | -49.1% |
| 3Y | +160.8% | +73.4% | +87.4% | +25.6% |
| All | -4.5% | +57.0% | -61.5% | -42.3% |
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