-96.6%
OPTU vs VT
+187.6%
-284.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.2% |
| 7D | +5.0% | +1.0% | +4.0% | +3.7% |
| 30D | +28.5% | -0.2% | +28.7% | +29.1% |
| 3M | -6.8% | +4.5% | -11.3% | -12.4% |
| 6M | -33.7% | +14.1% | -47.7% | -44.4% |
| YTD | -40.1% | +14.8% | -54.9% | -50.3% |
| 1Y | -56.1% | +21.2% | -77.3% | -65.9% |
| 3Y | -68.1% | +76.6% | -144.7% | -84.4% |
| 5Y | -96.5% | +66.6% | -163.1% | -98.1% |
| All | -96.6% | +187.6% | -284.3% | -98.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling