+194.6%
OPPJ vs VT
+57.0%
+137.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +5.9% | +2.4% | +3.6% | +4.3% |
| 30D | -1.9% | -1.5% | -0.4% | -0.8% |
| 3M | -3.5% | -4.1% | +0.7% | -0.6% |
| 6M | -5.7% | +0.6% | -6.3% | -5.8% |
| YTD | +23.8% | +11.0% | +12.8% | +16.3% |
| 1Y | +31.5% | +13.3% | +18.2% | +22.0% |
| 3Y | +113.0% | +73.4% | +39.6% | +55.6% |
| All | +194.6% | +57.0% | +137.5% | +139.5% |
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 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