-28.3%
OPRT vs VT
+131.3%
-159.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.1% | -6.8% | -4.5% |
| 7D | +16.2% | -4.2% | +20.4% | +25.3% |
| 30D | +39.4% | -5.8% | +45.2% | +54.4% |
| 3M | +91.4% | -5.2% | +96.7% | +110.1% |
| 6M | +108.6% | +0.1% | +108.5% | +109.4% |
| YTD | +119.3% | +8.2% | +111.0% | +96.2% |
| 1Y | +122.6% | +10.1% | +112.5% | +94.3% |
| 3Y | +89.5% | +69.7% | +19.9% | -10.7% |
| 5Y | -54.0% | +53.4% | -107.3% | -74.3% |
| All | -28.3% | +131.3% | -159.5% | -76.7% |
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