-54.2%
OPK vs VT
+66.2%
-120.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +10.8% | +0.4% | +10.4% | +10.1% |
| 30D | +21.5% | +1.0% | +20.5% | +19.9% |
| 3M | +12.3% | +2.4% | +9.9% | +8.4% |
| 6M | +36.7% | +12.0% | +24.7% | +16.6% |
| YTD | +30.2% | +15.3% | +14.8% | +6.5% |
| 1Y | +18.8% | +22.6% | -3.7% | -11.0% |
| 3Y | -9.4% | +74.7% | -84.1% | -60.4% |
| All | -54.2% | +66.2% | -120.4% | -77.6% |
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