-30.1%
OPRX vs VT
+346.0%
-376.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -6.0% | -2.3% | -3.7% | -4.2% |
| 30D | +2.5% | -5.0% | +7.4% | +6.5% |
| 3M | +30.0% | -4.9% | +34.8% | +35.3% |
| 6M | +35.4% | -1.5% | +36.9% | +37.7% |
| YTD | -28.5% | +8.5% | -37.0% | -31.6% |
| 1Y | -53.7% | +11.4% | -65.1% | -56.4% |
| 3Y | -10.5% | +70.1% | -80.6% | -34.1% |
| 5Y | -90.8% | +53.7% | -144.6% | -92.7% |
| 10Y | +198.0% | +220.0% | -22.0% | +77.9% |
| All | -30.1% | +346.0% | -376.2% | -65.4% |
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