+112.6%
OPLN vs VT
+67.0%
+45.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.1% | +0.4% | +0.6% | +0.5% |
| 30D | -7.2% | +1.0% | -8.2% | -8.3% |
| 3M | -2.9% | +2.4% | -5.3% | -5.7% |
| 6M | +23.6% | +12.0% | +11.6% | +8.0% |
| YTD | +19.1% | +15.3% | +3.7% | +0.5% |
| 1Y | +21.6% | +22.6% | -0.9% | -4.7% |
| 3Y | +124.1% | +74.7% | +49.5% | +14.0% |
| All | +112.6% | +67.0% | +45.5% | +7.6% |
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