+1.9%
OPK vs VT
+374.2%
-372.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +10.8% | +0.4% | +10.4% | +10.2% |
| 30D | +21.5% | +1.0% | +20.5% | +20.1% |
| 3M | +12.3% | +2.4% | +9.9% | +9.0% |
| 6M | +36.7% | +12.0% | +24.7% | +19.8% |
| YTD | +30.2% | +15.3% | +14.8% | +10.3% |
| 1Y | +18.8% | +22.6% | -3.7% | -6.2% |
| 3Y | -9.4% | +74.7% | -84.1% | -52.2% |
| 5Y | -55.3% | +66.1% | -121.5% | -74.1% |
| 10Y | -82.4% | +225.0% | -307.4% | -95.0% |
| All | +1.9% | +374.2% | -372.3% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling