-96.4%
OPTU vs VT
+189.1%
-285.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.9% | +0.4% | +2.5% | +2.4% |
| 30D | +33.9% | +1.0% | +33.0% | +32.4% |
| 3M | -4.5% | +2.4% | -6.9% | -7.9% |
| 6M | -31.4% | +12.0% | -43.4% | -41.1% |
| YTD | -36.4% | +15.3% | -51.7% | -47.6% |
| 1Y | -54.9% | +22.6% | -77.5% | -65.6% |
| 3Y | -65.7% | +74.7% | -140.4% | -83.0% |
| 5Y | -96.3% | +66.1% | -162.4% | -98.0% |
| All | -96.4% | +189.1% | -285.5% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling