+57.3%
OPRA vs VT
+142.7%
-85.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +1.9% |
| 7D | +4.6% | +0.4% | +4.2% | +4.2% |
| 30D | -11.9% | -2.6% | -9.3% | -8.5% |
| 3M | -22.4% | -3.2% | -19.2% | -18.8% |
| 6M | -15.7% | +0.9% | -16.6% | -16.3% |
| YTD | +14.7% | +11.3% | +3.4% | +0.9% |
| 1Y | +16.8% | +14.0% | +2.8% | -0.4% |
| 3Y | +52.7% | +75.8% | -23.1% | -20.3% |
| 5Y | +139.8% | +57.8% | +82.0% | +45.8% |
| All | +57.3% | +142.7% | -85.4% | -34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling