-58.5%
OPK vs VT
+53.4%
-111.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.4% |
| 7D | +4.2% | -2.3% | +6.5% | +7.2% |
| 30D | +24.5% | -5.0% | +29.4% | +32.6% |
| 3M | +31.1% | -4.9% | +35.9% | +39.6% |
| 6M | +54.5% | -1.5% | +56.0% | +56.4% |
| YTD | +37.3% | +8.5% | +28.8% | +21.4% |
| 1Y | +25.4% | +11.4% | +14.0% | +6.8% |
| 3Y | +29.1% | +70.1% | -41.0% | -42.5% |
| All | -58.5% | +53.4% | -111.9% | -77.7% |
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