+99.3%
OPRT vs VT
+69.4%
+30.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.1% | -6.8% | -3.7% |
| 7D | +16.2% | -4.2% | +20.4% | +26.4% |
| 30D | +39.4% | -5.8% | +45.2% | +56.1% |
| 3M | +91.4% | -5.2% | +96.7% | +112.1% |
| 6M | +108.6% | +0.1% | +108.5% | +108.8% |
| YTD | +119.3% | +8.2% | +111.0% | +92.3% |
| 1Y | +122.6% | +10.1% | +112.5% | +89.6% |
| All | +99.3% | +69.4% | +30.0% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling