+253.9%
OPPE vs VT
+225.0%
+28.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +1.5% |
| 7D | +2.7% | -0.3% | +3.0% | +3.0% |
| 30D | +4.8% | -1.4% | +6.2% | +6.1% |
| 3M | +0.4% | -1.4% | +1.8% | +1.6% |
| 6M | +10.4% | +5.5% | +4.9% | +5.3% |
| YTD | +20.2% | +12.8% | +7.4% | +8.2% |
| 1Y | +26.0% | +15.4% | +10.5% | +11.2% |
| 3Y | +100.4% | +76.9% | +23.6% | +21.6% |
| 5Y | +93.5% | +60.4% | +33.1% | +27.1% |
| 10Y | +253.1% | +232.8% | +20.4% | +14.7% |
| All | +253.9% | +225.0% | +28.9% | +19.7% |
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 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