-36.1%
OPTX vs VT
-0.9%
-35.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.3% | +0.2% | +29.1% | +28.5% |
| 7D | -22.6% | -2.3% | -20.3% | -14.8% |
| 30D | -45.2% | -5.0% | -40.3% | -32.0% |
| 3M | -34.2% | -4.9% | -29.3% | -17.7% |
| 6M | -36.1% | -1.5% | -34.5% | -26.8% |
| All | -36.1% | -0.9% | -35.1% | -26.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling