+262.8%
OPRX vs VT
+223.7%
+39.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +4.7% |
| 7D | +0.6% | +0.4% | +0.3% | +0.8% |
| 30D | +14.4% | -2.6% | +17.0% | +19.3% |
| 3M | +33.8% | -3.2% | +37.0% | +40.9% |
| 6M | +47.0% | +0.9% | +46.1% | +46.6% |
| YTD | -22.8% | +11.3% | -34.1% | -31.8% |
| 1Y | -39.5% | +14.0% | -53.5% | -48.0% |
| 3Y | +5.2% | +75.8% | -70.6% | -45.5% |
| 5Y | -89.0% | +57.8% | -146.8% | -93.3% |
| 10Y | +262.8% | +219.8% | +43.0% | +37.5% |
| All | +262.8% | +223.7% | +39.1% | +37.5% |
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 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