+237.5%
OPPE vs VT
+215.5%
+22.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.2% |
| 7D | +0.1% | -2.3% | +2.5% | +2.0% |
| 30D | +3.0% | -5.0% | +8.0% | +7.3% |
| 3M | -1.9% | -4.9% | +3.0% | +2.1% |
| 6M | +3.9% | -1.5% | +5.4% | +5.0% |
| YTD | +17.2% | +8.5% | +8.8% | +9.3% |
| 1Y | +22.4% | +11.4% | +11.0% | +11.6% |
| 3Y | +97.0% | +70.1% | +27.0% | +25.5% |
| 5Y | +88.4% | +53.7% | +34.6% | +30.0% |
| All | +237.5% | +215.5% | +22.0% | +20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling