-30.1%
OPRT vs VT
+131.8%
-161.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.9% |
| 7D | +14.4% | -2.3% | +16.7% | +19.7% |
| 30D | +35.8% | -5.0% | +40.7% | +48.3% |
| 3M | +40.5% | -4.9% | +45.4% | +53.4% |
| 6M | +94.7% | -1.5% | +96.2% | +100.4% |
| YTD | +113.8% | +8.5% | +105.3% | +90.6% |
| 1Y | +141.2% | +11.4% | +129.8% | +106.5% |
| 3Y | +94.3% | +70.1% | +24.3% | -8.8% |
| 5Y | -55.1% | +53.7% | -108.8% | -75.0% |
| All | -30.1% | +131.8% | -161.8% | -77.4% |
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