-28.0%
OPTX vs VT
+68.2%
-96.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.5% |
| 7D | +45.4% | +2.4% | +43.0% | +41.5% |
| 30D | +2.5% | -1.5% | +4.0% | +6.1% |
| 3M | -19.1% | -4.1% | -15.0% | -12.7% |
| 6M | +5.0% | +0.6% | +4.5% | +8.7% |
| YTD | +147.6% | +11.0% | +136.5% | +133.1% |
| 1Y | +251.4% | +13.3% | +238.0% | +227.2% |
| 3Y | +60.9% | +73.4% | -12.5% | +25.4% |
| All | -28.0% | +68.2% | -96.3% | -44.0% |
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