-69.3%
OPTU vs VT
+69.7%
-139.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.9% | +0.2% | +31.7% | +31.6% |
| 7D | +3.0% | -2.3% | +5.3% | +8.2% |
| 30D | -24.8% | -5.0% | -19.8% | -17.7% |
| 3M | -6.6% | -4.9% | -1.7% | +2.4% |
| 6M | -45.5% | -1.5% | -44.0% | -43.7% |
| YTD | -54.4% | +8.5% | -62.9% | -60.1% |
| 1Y | -63.7% | +11.4% | -75.0% | -69.6% |
| 3Y | -69.3% | +70.1% | -139.4% | -92.8% |
| All | -69.3% | +69.7% | -139.1% | -92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling