+246.4%
OPPE vs VT
+222.7%
+23.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +1.2% | +2.9% | -1.7% | -1.2% |
| 30D | +3.4% | -2.5% | +5.9% | +5.5% |
| 3M | 0.0% | -3.3% | +3.3% | +2.7% |
| 6M | +9.0% | +1.5% | +7.5% | +7.4% |
| YTD | +19.9% | +11.4% | +8.6% | +9.4% |
| 1Y | +22.2% | +11.9% | +10.2% | +10.9% |
| 3Y | +99.5% | +73.9% | +25.6% | +24.7% |
| 5Y | +93.0% | +57.9% | +35.1% | +30.2% |
| All | +246.4% | +222.7% | +23.7% | +20.5% |
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