+7.0%
OPTT vs VT
+13.3%
-6.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | 0.0% | +12.2% | +11.7% |
| 7D | -28.1% | -1.6% | -26.5% | -10.3% |
| 30D | -54.9% | -2.5% | -52.4% | -38.8% |
| 3M | -91.5% | -1.3% | -90.2% | -91.7% |
| 6M | -95.9% | +3.1% | -98.9% | -99.2% |
| YTD | +53.3% | +10.9% | +42.4% | -100.0% |
| All | +7.0% | +13.3% | -6.3% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling