-57.0%
OPK vs VT
+53.2%
-110.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | +4.2% |
| 7D | +5.4% | -4.2% | +9.6% | +11.2% |
| 30D | +19.9% | -5.8% | +25.7% | +29.3% |
| 3M | +29.6% | -5.2% | +34.9% | +38.8% |
| 6M | +54.9% | +0.1% | +54.7% | +53.1% |
| YTD | +38.9% | +8.2% | +30.7% | +23.2% |
| 1Y | +30.6% | +10.1% | +20.5% | +12.9% |
| 3Y | +29.6% | +69.7% | -40.0% | -42.1% |
| 5Y | -57.0% | +53.4% | -110.4% | -76.8% |
| All | -57.0% | +53.2% | -110.2% | -76.8% |
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