-97.4%
OPTU vs VT
+171.9%
-269.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.9% | +0.2% | +31.7% | +31.6% |
| 7D | +3.0% | -2.3% | +5.3% | +7.3% |
| 30D | -24.8% | -5.0% | -19.8% | -18.9% |
| 3M | -6.6% | -4.9% | -1.7% | +0.9% |
| 6M | -45.5% | -1.5% | -44.0% | -44.0% |
| YTD | -54.4% | +8.5% | -62.9% | -58.9% |
| 1Y | -63.7% | +11.4% | -75.0% | -68.3% |
| 3Y | -69.3% | +70.1% | -139.4% | -84.1% |
| 5Y | -95.8% | +53.7% | -149.6% | -97.5% |
| All | -97.4% | +171.9% | -269.3% | -99.1% |
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