+138.5%
OPRX vs VT
+222.7%
-84.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.0% | +0.4% | -1.5% | -1.6% |
| 30D | +13.6% | +1.0% | +12.6% | +12.4% |
| 3M | +46.3% | +2.4% | +43.9% | +42.4% |
| 6M | 0.0% | +12.0% | -12.0% | -13.3% |
| YTD | -35.8% | +15.3% | -51.1% | -46.2% |
| 1Y | -57.7% | +22.6% | -80.3% | -67.0% |
| 3Y | -9.2% | +74.7% | -83.9% | -52.6% |
| 5Y | -88.9% | +66.1% | -155.1% | -93.7% |
| All | +138.5% | +222.7% | -84.3% | -5.3% |
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