+180.6%
OPHC vs VT
+75.0%
+105.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +2.2% | +1.0% | +1.2% | +1.7% |
| 3M | +64.5% | +2.4% | +62.1% | +62.8% |
| 6M | +64.8% | +12.0% | +52.8% | +57.0% |
| YTD | +111.3% | +15.3% | +96.0% | +98.8% |
| 1Y | +112.3% | +22.6% | +89.7% | +94.6% |
| All | +180.6% | +75.0% | +105.7% | +122.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling