+254.0%
OPPE vs VT
+232.2%
+21.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.3% | +0.4% | -0.1% | -0.1% |
| 30D | +0.8% | +1.0% | -0.2% | -0.1% |
| 3M | +5.8% | +2.4% | +3.4% | +3.5% |
| 6M | +13.1% | +12.0% | +1.1% | +2.4% |
| YTD | +20.3% | +15.3% | +4.9% | +6.3% |
| 1Y | +30.6% | +22.6% | +8.0% | +9.4% |
| 3Y | +95.3% | +74.7% | +20.6% | +19.9% |
| 5Y | +97.1% | +66.1% | +31.0% | +25.5% |
| 10Y | +239.7% | +225.0% | +14.7% | +13.5% |
| All | +254.0% | +232.2% | +21.8% | +17.6% |
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 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