-97.3%
OPTU vs VT
+179.0%
-276.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +2.9% |
| 7D | +20.3% | +0.4% | +19.9% | +21.0% |
| 30D | -14.0% | -2.6% | -11.4% | -10.1% |
| 3M | +4.0% | -3.2% | +7.3% | +10.0% |
| 6M | -29.2% | +0.9% | -30.1% | -29.6% |
| YTD | -51.5% | +11.3% | -62.8% | -57.7% |
| 1Y | -61.7% | +14.0% | -75.7% | -67.6% |
| 3Y | -64.3% | +75.8% | -140.1% | -82.3% |
| 5Y | -95.4% | +57.8% | -153.3% | -97.4% |
| All | -97.3% | +179.0% | -276.3% | -99.0% |
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 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