-57.8%
OPRT vs VT
+53.4%
-111.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.9% |
| 7D | +14.4% | -2.3% | +16.7% | +20.3% |
| 30D | +35.8% | -5.0% | +40.7% | +49.7% |
| 3M | +40.5% | -4.9% | +45.4% | +54.7% |
| 6M | +94.7% | -1.5% | +96.2% | +100.7% |
| YTD | +113.8% | +8.5% | +105.3% | +87.4% |
| 1Y | +141.2% | +11.4% | +129.8% | +102.0% |
| 3Y | +94.3% | +70.1% | +24.3% | -18.0% |
| All | -57.8% | +53.4% | -111.3% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling