+492.9%
OPPJ vs VT
+291.4%
+201.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | -4.9% | -2.3% | -2.5% | -2.8% |
| 30D | -9.4% | -5.0% | -4.5% | -5.3% |
| 3M | -6.1% | -4.9% | -1.2% | -1.8% |
| 6M | -8.2% | -1.5% | -6.6% | -6.7% |
| YTD | +16.9% | +8.5% | +8.4% | +9.4% |
| 1Y | +25.0% | +11.4% | +13.6% | +14.3% |
| 3Y | +99.2% | +70.1% | +29.1% | +26.0% |
| 5Y | +174.8% | +53.7% | +121.1% | +88.2% |
| 10Y | +328.4% | +220.0% | +108.4% | +33.6% |
| All | +492.9% | +291.4% | +201.5% | +40.1% |
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 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