+557.6%
OPPJ vs VT
+316.1%
+241.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +3.2% | +0.4% | +2.8% | +2.9% |
| 30D | +4.2% | +1.0% | +3.2% | +3.3% |
| 3M | +2.2% | +2.4% | -0.2% | +0.3% |
| 6M | +9.8% | +12.0% | -2.2% | -0.2% |
| YTD | +29.6% | +15.3% | +14.3% | +15.0% |
| 1Y | +47.6% | +22.6% | +25.0% | +24.3% |
| 3Y | +125.9% | +74.7% | +51.2% | +39.4% |
| 5Y | +200.7% | +66.1% | +134.5% | +92.0% |
| 10Y | +400.5% | +225.0% | +175.5% | +56.0% |
| All | +557.6% | +316.1% | +241.5% | +47.3% |
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