+49.5%
OPRA vs VT
+136.5%
-87.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.5% |
| 7D | -4.5% | -2.3% | -2.2% | -1.6% |
| 30D | -13.9% | -5.0% | -8.9% | -7.7% |
| 3M | -24.8% | -4.9% | -19.9% | -19.7% |
| 6M | -20.4% | -1.5% | -18.8% | -18.4% |
| YTD | +9.0% | +8.5% | +0.5% | -1.0% |
| 1Y | +12.4% | +11.4% | +1.0% | -1.3% |
| 3Y | +41.2% | +70.1% | -28.9% | -23.2% |
| 5Y | +121.5% | +53.7% | +67.7% | +39.1% |
| All | +49.5% | +136.5% | -87.0% | -36.1% |
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 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