-99.9%
OPTT vs VT
+208.9%
-308.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-07 to 2026-09-07.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.6% |
| 7D | -11.3% | -1.8% | -9.5% | -9.2% |
| 30D | -30.5% | -0.7% | -29.8% | -29.9% |
| 3M | -48.8% | +3.0% | -51.8% | -49.9% |
| 6M | -53.2% | +7.4% | -60.7% | -56.0% |
| YTD | -34.7% | +10.4% | -45.0% | -40.4% |
| 1Y | -71.9% | +21.2% | -93.0% | -76.7% |
| 3Y | -72.8% | +65.4% | -138.2% | -83.9% |
| 5Y | -89.7% | +66.1% | -155.8% | -93.8% |
| All | -99.9% | +208.9% | -308.7% | -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 2016-09-07 to 2026-09-07: 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…
2016-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling