-83.8%
OPK vs VT
+221.8%
-305.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | -2.9% | +2.4% | -5.2% | -5.8% |
| 30D | +22.6% | -1.5% | +24.1% | +24.6% |
| 3M | +20.0% | -4.1% | +24.1% | +26.1% |
| 6M | +51.4% | +0.6% | +50.8% | +49.1% |
| YTD | +33.3% | +11.0% | +22.3% | +15.4% |
| 1Y | +31.2% | +13.3% | +17.9% | +10.5% |
| 3Y | +31.2% | +73.4% | -42.1% | -37.4% |
| 5Y | -59.2% | +57.4% | -116.7% | -77.3% |
| All | -83.8% | +221.8% | -305.6% | -96.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling