+92.9%
OPPE vs VT
+57.4%
+35.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +0.2% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | +4.3% | -2.6% | +6.9% | +6.4% |
| 3M | +0.1% | -3.2% | +3.3% | +2.6% |
| 6M | +8.4% | +0.9% | +7.4% | +7.3% |
| YTD | +19.9% | +11.3% | +8.6% | +10.1% |
| 1Y | +25.0% | +14.0% | +11.0% | +12.7% |
| 3Y | +100.1% | +75.8% | +24.2% | +29.3% |
| 5Y | +92.9% | +57.8% | +35.0% | +34.1% |
| All | +92.9% | +57.4% | +35.5% | +34.1% |
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