-50.5%
OPTX vs VT
+64.3%
-114.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.3% | +0.2% | +29.1% | +29.0% |
| 7D | -22.6% | -2.3% | -20.3% | -19.6% |
| 30D | -45.2% | -5.0% | -40.3% | -40.7% |
| 3M | -34.2% | -4.9% | -29.3% | -28.4% |
| 6M | -36.1% | -1.5% | -34.5% | -32.2% |
| YTD | +70.3% | +8.5% | +61.8% | +64.8% |
| 1Y | +118.4% | +11.4% | +107.0% | +108.1% |
| 3Y | -38.7% | +70.1% | -108.7% | -50.9% |
| All | -50.5% | +64.3% | -114.8% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling