-34.1%
OPFI vs VT
+98.2%
-132.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.8% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +1.7% | -3.1% | +4.7% | +5.9% |
| 3M | -31.2% | -3.5% | -27.7% | -27.9% |
| 6M | -35.4% | +0.5% | -35.8% | -36.0% |
| YTD | -42.4% | +10.8% | -53.1% | -50.1% |
| 1Y | -40.1% | +11.9% | -52.0% | -48.8% |
| 3Y | +162.6% | +73.0% | +89.7% | +34.4% |
| 5Y | -10.3% | +58.6% | -68.9% | -49.3% |
| All | -34.1% | +98.2% | -132.3% | -64.5% |
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