-51.3%
OPRT vs VT
+146.4%
-197.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +6.9% | +0.4% | +6.5% | +6.2% |
| 30D | +29.9% | +1.0% | +28.9% | +27.9% |
| 3M | +63.3% | +2.4% | +60.9% | +56.8% |
| 6M | +48.2% | +12.0% | +36.2% | +24.1% |
| YTD | +48.8% | +15.3% | +33.4% | +19.5% |
| 1Y | +16.6% | +22.6% | -6.0% | -14.4% |
| 3Y | +8.3% | +74.7% | -66.4% | -51.7% |
| 5Y | -69.3% | +66.1% | -135.5% | -85.0% |
| All | -51.3% | +146.4% | -197.8% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling